AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10K ﹤0.01%
+150
302
$10K ﹤0.01%
202
303
$10K ﹤0.01%
+178
304
$10K ﹤0.01%
+103
305
$10K ﹤0.01%
100
306
$10K ﹤0.01%
+600
307
$10K ﹤0.01%
+872
308
$10K ﹤0.01%
+259
309
$10K ﹤0.01%
1,000
310
$10K ﹤0.01%
+41
311
$10K ﹤0.01%
+100
312
$9K ﹤0.01%
183
313
$9K ﹤0.01%
+153
314
$9K ﹤0.01%
250
315
$9K ﹤0.01%
+321
316
$9K ﹤0.01%
150
317
$8K ﹤0.01%
202
318
$8K ﹤0.01%
+89
319
$8K ﹤0.01%
+224
320
$8K ﹤0.01%
100
-2,232
321
$8K ﹤0.01%
39
322
$8K ﹤0.01%
+267
323
$8K ﹤0.01%
174
324
$8K ﹤0.01%
+157
325
$7K ﹤0.01%
400
11 12
13
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