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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$79.8K
3
+$76.2K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
CVX icon
Chevron
CVX
+$55.2K

Top Sells

1
+$6.48M
2
+$5.2M
3
+$4.97M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.76M
5
FITB
Fifth Third Bancorp
FITB
+$4.7M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$0 ﹤0.01%
9
327
– –
-147
328
– –
-97
329
– –
-25
330
$0 ﹤0.01%
1
331
$0 ﹤0.01%
3
332
– –
-3,550
333
– –
-515
334
$0 ﹤0.01%
7
335
– –
-270
336
– –
-225,645
337
– –
-10,350
10 11 12 13
14