AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+6.61%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$691M
AUM Growth
+$53.3M
(+8.4%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
330
New
10
Increased
30
Reduced
74
Closed
29
Top Buys
Top Sells
| 1 |
Alerian MLP ETF
AMLP
|
$2.22M |
| 2 |
Mastercard
MA
|
$1.85M |
| 3 |
CDW
CDW
|
$1.62M |
| 4 |
Cisco
CSCO
|
$1.52M |
| 5 |
Intel
INTC
|
$1.01M |
Sector Composition
| 1 | Technology | 22.22% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 14.64% |
| 4 | Industrials | 5.84% |
| 5 | Consumer Discretionary | 5.07% |