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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$10.6K ﹤0.01%
8,300
302
$10.1K ﹤0.01%
61
303
$9.3K ﹤0.01%
50
304
$9.27K ﹤0.01%
160
305
$9.22K ﹤0.01%
350
-233,250
306
$8.81K ﹤0.01%
100
307
$8.48K ﹤0.01%
120
308
$8.38K ﹤0.01%
200
309
$8.2K ﹤0.01%
2,000
310
$7.74K ﹤0.01%
400
311
$7.72K ﹤0.01%
27
312
$7.59K ﹤0.01%
440
313
$7.58K ﹤0.01%
30
314
$7.47K ﹤0.01%
325
315
$6.79K ﹤0.01%
640
316
$6.73K ﹤0.01%
1,000
317
$6.7K ﹤0.01%
35
318
$6.69K ﹤0.01%
10
319
$6.68K ﹤0.01%
50
320
$6.5K ﹤0.01%
39
321
$6.21K ﹤0.01%
32
322
$6.17K ﹤0.01%
500
323
$6.1K ﹤0.01%
200
324
$5.93K ﹤0.01%
200
325
$5.9K ﹤0.01%
400
11 12
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