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
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1,000
-452
330
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200
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94
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300
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61
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$8K ﹤0.01%
+325
335
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2,000
336
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2,500
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39
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50
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$7K ﹤0.01%
27
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$7K ﹤0.01%
174
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35
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640
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$7K ﹤0.01%
200
345
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120
346
$7K ﹤0.01%
30
347
$7K ﹤0.01%
300
348
$7K ﹤0.01%
750
349
$6K ﹤0.01%
10
-40
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$6K ﹤0.01%
200