AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $17.5K | ﹤0.01% | 303 -28 | -8% | -$1.61K | |||
| $17.4K | ﹤0.01% | 150 | – | – | |||
| $16.8K | ﹤0.01% | 1,500 | – | – | |||
| $16.3K | ﹤0.01% | +200 | New | +$16.3K | |||
| $16.1K | ﹤0.01% | 165 +65 | +65% | +$6.34K | |||
| $15.7K | ﹤0.01% | 107 | – | – | |||
| $15.3K | ﹤0.01% | 189 | – | – | |||
| $14.7K | ﹤0.01% | 200 | – | – | |||
| $14.5K | ﹤0.01% | 400 | – | – | |||
| $14.3K | ﹤0.01% | 1,120 -65 | -5% | -$829 | |||
| $14.3K | ﹤0.01% | 21 | – | – | |||
| $14K | ﹤0.01% | 100 | – | – | |||
| $13.4K | ﹤0.01% | 4,000 | – | – | |||
| $13K | ﹤0.01% | 287 -28 | -9% | -$1.27K | |||
| $12.8K | ﹤0.01% | 75 | – | – | |||
| $12.7K | ﹤0.01% | 345 | – | – | |||
| $12.6K | ﹤0.01% | 600 | – | – | |||
| $12.3K | ﹤0.01% | 61 -66 | -52% | -$13.3K | |||
| $12K | ﹤0.01% | 160 | – | – | |||
| $12K | ﹤0.01% | 140 -148 | -51% | -$12.7K | |||
| $11.9K | ﹤0.01% | 100 | – | – | |||
| $11.3K | ﹤0.01% | 51 | – | – | |||
| $11.3K | ﹤0.01% | 452 +437 | +2,913% | +$10.9K | |||
| $11.2K | ﹤0.01% | 188 | – | – | |||
| $10.9K | ﹤0.01% | 75 | – | – |
