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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17K ﹤0.01%
324
302
$17K ﹤0.01%
+344
303
$16K ﹤0.01%
1,057
304
$16K ﹤0.01%
330
305
$15K ﹤0.01%
700
306
$15K ﹤0.01%
136
-303
307
$15K ﹤0.01%
155
308
$15K ﹤0.01%
40
-20
309
$14K ﹤0.01%
550
310
$14K ﹤0.01%
85
+70
311
$14K ﹤0.01%
790
-4,690
312
$14K ﹤0.01%
80
-70
313
$13K ﹤0.01%
200
314
$13K ﹤0.01%
247
315
$13K ﹤0.01%
40
316
$12K ﹤0.01%
643
317
$12K ﹤0.01%
400
318
$12K ﹤0.01%
+730
319
$12K ﹤0.01%
150
-75
320
$11K ﹤0.01%
500
321
$11K ﹤0.01%
175
-55
322
$10K ﹤0.01%
175
-63
323
$10K ﹤0.01%
75
324
$10K ﹤0.01%
160
325
$10K ﹤0.01%
100
-290
11 12
13
14 15