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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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-18
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-1,015
303
-375
304
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306
-100
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-70
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-345
309
-40,457
310
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-50
314
-438
315
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-364
317
-68
318
-615
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-3,536
320
-1,079
321
-1,452
322
-475
323
-1,560
324
-3,464
325
-363