AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+4.91%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$766M
AUM Growth
+$37.5M
(+5.2%)
Cap. Flow
+$8.2M
Cap. Flow
% of AUM
1.07%
Top 10 Holdings %
Top 10 Hldgs %
42.97%
Holding
345
New
26
Increased
43
Reduced
76
Closed
29
Top Buys
| 1 |
ON Semiconductor
ON
|
$5.91M |
| 2 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
$2.18M |
| 3 |
Avanos Medical
AVNS
|
$1.47M |
| 4 |
Hilltop Holdings
HTH
|
$1.27M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
$1.08M |
Top Sells
Sector Composition
| 1 | Technology | 23.92% |
| 2 | Financials | 17.42% |
| 3 | Healthcare | 10.05% |
| 4 | Industrials | 9.09% |
| 5 | Consumer Discretionary | 3.3% |
