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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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-40
327
-1,500
328
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329
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330
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331
-212
332
-16,800
333
-81
334
-1,844
335
-120
336
-27
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-2,500
338
-300
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-480
340
-200
341
-675
342
-2
343
-500
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-500
345
-225
346
-1,010
347
$0 ﹤0.01%
1
348
$0 ﹤0.01%
3
349
-123
350
-1,332