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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
400
327
$7K ﹤0.01%
350
328
$7K ﹤0.01%
108
329
$7K ﹤0.01%
160
+110
330
$7K ﹤0.01%
335
331
$7K ﹤0.01%
+107
332
$7K ﹤0.01%
242
333
$7K ﹤0.01%
+117
334
$7K ﹤0.01%
156
335
$6K ﹤0.01%
+50
336
$6K ﹤0.01%
25
337
$6K ﹤0.01%
100
338
$6K ﹤0.01%
+134
339
$6K ﹤0.01%
500
340
$6K ﹤0.01%
2,000
341
$6K ﹤0.01%
+266
342
$6K ﹤0.01%
140
343
$5K ﹤0.01%
200
344
$5K ﹤0.01%
160
345
$5K ﹤0.01%
120
-5,900
346
$5K ﹤0.01%
+160
347
$5K ﹤0.01%
100
348
$5K ﹤0.01%
87
349
$5K ﹤0.01%
+136
350
$5K ﹤0.01%
100
12 13
14
15 16