AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $24.5K | ﹤0.01% | +313 | New | +$24.5K | |||
| $24.4K | ﹤0.01% | +51 | New | +$24.4K | |||
| $24.2K | ﹤0.01% | 500 | – | – | |||
| $24.1K | ﹤0.01% | 85 +1 | +1% | +$283 | |||
| $23.2K | ﹤0.01% | 1,000 | – | – | |||
| $23.1K | ﹤0.01% | 500 | – | – | |||
| $23K | ﹤0.01% | 362 -27 | -7% | -$1.72K | |||
| $22.9K | ﹤0.01% | 415 | – | – | |||
| $22.7K | ﹤0.01% | 351 | – | – | |||
| $22.6K | ﹤0.01% | 749 | – | – | |||
| $22.4K | ﹤0.01% | +230 | New | +$22.4K | |||
| $21.7K | ﹤0.01% | 40 | – | – | |||
| $20.4K | ﹤0.01% | +500 | New | +$20.4K | |||
| $20.3K | ﹤0.01% | 207 | – | – | |||
| $20.1K | ﹤0.01% | 1,057 | – | – | |||
| $19.8K | ﹤0.01% | 81 | – | – | |||
| $19.7K | ﹤0.01% | 410 | – | – | |||
| $19.6K | ﹤0.01% | 330 | – | – | |||
| $19.2K | ﹤0.01% | 75 | – | – | |||
| $18.2K | ﹤0.01% | 27 -7 | -21% | -$4.71K | |||
| $18K | ﹤0.01% | 90 | – | – | |||
| $17.7K | ﹤0.01% | +115 | New | +$17.7K | |||
| $17.6K | ﹤0.01% | 200 | – | – | |||
| $17.6K | ﹤0.01% | 210 | – | – | |||
| $17.6K | ﹤0.01% | 300 | – | – |
