AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1 +$52.1M
2 +$35.9M
3 +$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1 +$21.2M
2 +$20.9M
3 +$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$24.3K ﹤0.01%
879
302
$23.9K ﹤0.01%
400
-5,950
303
$23.9K ﹤0.01%
559
-21
304
$23.9K ﹤0.01%
1,400
305
$23.9K ﹤0.01%
749
306
$23.7K ﹤0.01%
+890
307
$23.4K ﹤0.01%
1,000
308
$23.3K ﹤0.01%
1,000
309
$23.3K ﹤0.01%
232
310
$23.2K ﹤0.01%
387
+288
311
$23.1K ﹤0.01%
500
312
$22.9K ﹤0.01%
1,057
313
$22.7K ﹤0.01%
85
314
$22.6K ﹤0.01%
199
+189
315
$22.4K ﹤0.01%
28
+27
316
$22.3K ﹤0.01%
+764
317
$21.9K ﹤0.01%
415
318
$21.9K ﹤0.01%
230
319
$21.6K ﹤0.01%
410
320
$21.4K ﹤0.01%
330
321
$21.3K ﹤0.01%
+190
322
$19.8K ﹤0.01%
27
323
$19.7K ﹤0.01%
61
324
$19.5K ﹤0.01%
547
+202
325
$19.3K ﹤0.01%
+501