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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Sells

1 +$18.6M
2 +$747K
3 +$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$13.5K ﹤0.01%
200
302
$13.4K ﹤0.01%
84
+9
303
$13.1K ﹤0.01%
100
304
$12.9K ﹤0.01%
75
305
$12.6K ﹤0.01%
42
+3
306
$12.5K ﹤0.01%
136
307
$12.3K ﹤0.01%
25
308
$11.9K ﹤0.01%
75
309
$11.4K ﹤0.01%
400
310
$10.6K ﹤0.01%
160
311
$9.65K ﹤0.01%
120
312
$9.47K ﹤0.01%
27
313
$9.4K ﹤0.01%
50
314
$9.14K ﹤0.01%
30
315
$9.05K ﹤0.01%
+110
316
$8.83K ﹤0.01%
246
317
$8.81K ﹤0.01%
+656
318
$8.69K ﹤0.01%
61
319
$8.52K ﹤0.01%
50
320
$8.44K ﹤0.01%
100
321
$8.43K ﹤0.01%
35
+5
322
$8.31K ﹤0.01%
400
323
$8.18K ﹤0.01%
52
324
$8.12K ﹤0.01%
10
325
$8.1K ﹤0.01%
+350