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
$691M
AUM Growth
+$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Sells

1 +$2.26M
2 +$1.73M
3 +$1.53M
4
CSCO icon
Cisco
CSCO
+$1.44M
5
INTC icon
Intel
INTC
+$938K

Sector Composition

1 Technology 22.22%
2 Financials 15.3%
3 Healthcare 14.64%
4 Industrials 5.84%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$0 ﹤0.01%
3
327
-18
328
-38
329
-84
330
-3,128