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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
80
327
$10K ﹤0.01%
350
328
$9K ﹤0.01%
100
329
$9K ﹤0.01%
1,000
-452
330
$9K ﹤0.01%
200
331
$9K ﹤0.01%
94
-127
332
$9K ﹤0.01%
300
333
$9K ﹤0.01%
61
334
$8K ﹤0.01%
+325
335
$8K ﹤0.01%
2,000
336
$8K ﹤0.01%
2,500
337
$8K ﹤0.01%
200
338
$8K ﹤0.01%
39
-130
339
$8K ﹤0.01%
50
-21
340
$7K ﹤0.01%
27
341
$7K ﹤0.01%
174
342
$7K ﹤0.01%
35
343
$7K ﹤0.01%
640
344
$7K ﹤0.01%
200
345
$7K ﹤0.01%
120
346
$7K ﹤0.01%
30
347
$7K ﹤0.01%
300
348
$7K ﹤0.01%
750
349
$6K ﹤0.01%
10
-40
350
$6K ﹤0.01%
200
12 13
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