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

Top Buys

1
+$9.75M
2
+$7.64M
3
+$5.13M
4
AAPL icon
Apple
AAPL
+$4.96M
5
CDW icon
CDW
CDW
+$4.84M

Top Sells

1
+$36.9M
2
+$9.43M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
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%
100
327
$11K ﹤0.01%
250
328
$11K ﹤0.01%
+147
329
$11K ﹤0.01%
+111
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%
+7
347
$8K ﹤0.01%
+167
348
$8K ﹤0.01%
+310
349
$8K ﹤0.01%
+400
350
$8K ﹤0.01%
+175
12 13
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