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
$556M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.72%
2 Healthcare 13.32%
3 Financials 10.49%
4 Industrials 5.15%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$9K ﹤0.01%
150
302
$9K ﹤0.01%
153
303
$9K ﹤0.01%
298
304
$9K ﹤0.01%
+181
305
$9K ﹤0.01%
350
-215
306
$9K ﹤0.01%
1,000
307
$8K ﹤0.01%
+925
308
$8K ﹤0.01%
+375
309
$8K ﹤0.01%
500
310
0
311
$8K ﹤0.01%
39
312
$8K ﹤0.01%
+221
313
$7K ﹤0.01%
+260
314
$7K ﹤0.01%
25
315
$7K ﹤0.01%
100
316
$7K ﹤0.01%
174
317
$7K ﹤0.01%
156
318
$6K ﹤0.01%
+384
319
$6K ﹤0.01%
280
320
$6K ﹤0.01%
+128
321
$6K ﹤0.01%
200
322
$6K ﹤0.01%
50
323
$6K ﹤0.01%
+102
324
$6K ﹤0.01%
+230
325
$6K ﹤0.01%
+200