AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$7K ﹤0.01%
131
327
$7K ﹤0.01%
25
328
$7K ﹤0.01%
+680
329
$7K ﹤0.01%
640
330
$7K ﹤0.01%
75
331
$7K ﹤0.01%
+902
332
$7K ﹤0.01%
221
333
$6K ﹤0.01%
25
334
$6K ﹤0.01%
250
335
$6K ﹤0.01%
200
336
$6K ﹤0.01%
2,500
337
$6K ﹤0.01%
80
338
$6K ﹤0.01%
2,000
-800
339
$6K ﹤0.01%
236
340
$6K ﹤0.01%
50
341
$5K ﹤0.01%
140
342
$5K ﹤0.01%
750
343
$5K ﹤0.01%
20
344
$5K ﹤0.01%
+31
345
$5K ﹤0.01%
25
346
$5K ﹤0.01%
236
-496
347
$5K ﹤0.01%
739
348
$4K ﹤0.01%
25
349
$4K ﹤0.01%
200
350
$4K ﹤0.01%
30