AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

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%
+324
316
$9K ﹤0.01%
150
317
$8K ﹤0.01%
+89
318
$8K ﹤0.01%
+224
319
$8K ﹤0.01%
202
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%
96
11 12
13
14 15