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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
500
-200
302
$14K ﹤0.01%
200
-310
303
$14K ﹤0.01%
+385
304
$13K ﹤0.01%
1,057
305
$13K ﹤0.01%
+750
306
$13K ﹤0.01%
800
307
$13K ﹤0.01%
356
308
$13K ﹤0.01%
178
+78
309
$13K ﹤0.01%
+257
310
$13K ﹤0.01%
266
-33
311
$13K ﹤0.01%
+149
312
$12K ﹤0.01%
+375
313
$12K ﹤0.01%
150
314
$12K ﹤0.01%
+150
315
$12K ﹤0.01%
+88
316
$12K ﹤0.01%
+750
317
$12K ﹤0.01%
+438
318
$12K ﹤0.01%
426
319
$12K ﹤0.01%
+260
320
$12K ﹤0.01%
+580
321
$12K ﹤0.01%
+167
322
$11K ﹤0.01%
1,003
+933
323
$11K ﹤0.01%
292
324
$11K ﹤0.01%
+520
325
$11K ﹤0.01%
100
11 12
13
14 15