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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K ﹤0.01%
250
327
$11K ﹤0.01%
+147
328
$11K ﹤0.01%
+111
329
$11K ﹤0.01%
+480
330
$10K ﹤0.01%
+154
331
$10K ﹤0.01%
238
332
$10K ﹤0.01%
600
333
$10K ﹤0.01%
2,586
334
$10K ﹤0.01%
250
-240
335
$10K ﹤0.01%
50
336
$9K ﹤0.01%
97
337
$9K ﹤0.01%
96
338
$9K ﹤0.01%
300
339
$9K ﹤0.01%
573
340
$9K ﹤0.01%
350
341
$9K ﹤0.01%
+244
342
$9K ﹤0.01%
447
-53
343
$9K ﹤0.01%
+155
344
$9K ﹤0.01%
100
-200
345
$9K ﹤0.01%
327
346
$8K ﹤0.01%
+110
347
$8K ﹤0.01%
105
348
$8K ﹤0.01%
+7
349
$8K ﹤0.01%
+167
350
$8K ﹤0.01%
+310
12 13
14
15 16