AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$34.3M
2 +$354K
3 +$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$27.8K ﹤0.01%
197
+1
302
$27.1K ﹤0.01%
28
303
$27.1K ﹤0.01%
488
-249
304
$27K ﹤0.01%
351
305
$27K ﹤0.01%
125
306
$27K ﹤0.01%
1,400
307
$26.6K ﹤0.01%
392
308
$26.5K ﹤0.01%
298
309
$26.3K ﹤0.01%
300
-131
310
$26.3K ﹤0.01%
889
+4
311
$25.5K ﹤0.01%
387
312
$25.3K ﹤0.01%
500
313
$25.3K ﹤0.01%
362
314
$25.2K ﹤0.01%
1,100
315
$24.5K ﹤0.01%
410
316
$24.4K ﹤0.01%
765
+1
317
$23.7K ﹤0.01%
500
318
$23.7K ﹤0.01%
+322
319
$23.6K ﹤0.01%
415
320
$23.6K ﹤0.01%
879
321
$23.6K ﹤0.01%
1,057
322
$23.4K ﹤0.01%
+2,600
323
$23.3K ﹤0.01%
232
324
$23.1K ﹤0.01%
204
325
$22.9K ﹤0.01%
210