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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$11.1M
3 +$1.72M
4
CELG
Celgene Corp
CELG
+$792K
5
CVS icon
CVS Health
CVS
+$702K

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$9K ﹤0.01%
573
327
$9K ﹤0.01%
244
328
$9K ﹤0.01%
2,586
329
$9K ﹤0.01%
46
330
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221
331
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97
332
$8K ﹤0.01%
925
333
$8K ﹤0.01%
100
334
$8K ﹤0.01%
350
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$8K ﹤0.01%
+1,184
336
$8K ﹤0.01%
327
337
$7K ﹤0.01%
260
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59
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$7K ﹤0.01%
250
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$7K ﹤0.01%
89
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$7K ﹤0.01%
640
345
$7K ﹤0.01%
+474
346
$6K ﹤0.01%
150
347
$6K ﹤0.01%
800
348
$6K ﹤0.01%
333
349
$6K ﹤0.01%
119
350
$6K ﹤0.01%
46