AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$35.9M
3 +$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1 +$21.2M
2 +$20.9M
3 +$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$31.3K ﹤0.01%
132
277
$30.9K ﹤0.01%
550
278
$30.8K ﹤0.01%
975
279
$30.5K ﹤0.01%
617
280
$30.2K ﹤0.01%
150
281
$30.1K ﹤0.01%
121
282
$29.5K ﹤0.01%
2,424
283
$29.1K ﹤0.01%
1,100
284
$28.9K ﹤0.01%
+5
285
$28.1K ﹤0.01%
200
286
$28K ﹤0.01%
51
287
$27.4K ﹤0.01%
330
+190
288
$27.4K ﹤0.01%
+3,600
289
$27.1K ﹤0.01%
200
-550
290
$26.6K ﹤0.01%
+2,500
291
$26.5K ﹤0.01%
40
292
$26.2K ﹤0.01%
351
293
$26.1K ﹤0.01%
+196
294
$25.8K ﹤0.01%
500
295
$25.7K ﹤0.01%
362
296
$25.2K ﹤0.01%
500
297
$24.9K ﹤0.01%
155
298
$24.9K ﹤0.01%
+392
299
$24.8K ﹤0.01%
+885
300
$24.7K ﹤0.01%
298