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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$19.5K ﹤0.01%
500
302
$18.5K ﹤0.01%
185
-1,340
303
$18.1K ﹤0.01%
1,500
304
$18K ﹤0.01%
200
305
$17.8K ﹤0.01%
247
306
$17.7K ﹤0.01%
75
307
$17.7K ﹤0.01%
600
308
$17.5K ﹤0.01%
+600
309
$17.4K ﹤0.01%
+81
310
$17.4K ﹤0.01%
+222
311
$17.2K ﹤0.01%
364
-145
312
$17.1K ﹤0.01%
81
-28
313
$16.9K ﹤0.01%
75
314
$16.8K ﹤0.01%
+749
315
$16.2K ﹤0.01%
150
316
$16.1K ﹤0.01%
207
317
$15.9K ﹤0.01%
+313
318
$15.7K ﹤0.01%
50
319
$15.6K ﹤0.01%
200
320
$15.6K ﹤0.01%
75
-9
321
$15.2K ﹤0.01%
100
322
$14.8K ﹤0.01%
1,185
323
$14.7K ﹤0.01%
189
324
$14.2K ﹤0.01%
18
-8
325
$13.5K ﹤0.01%
345
11 12
13
14 15