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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
200
327
$6K ﹤0.01%
423
328
$6K ﹤0.01%
39
329
$6K ﹤0.01%
2,000
330
$6K ﹤0.01%
200
331
$6K ﹤0.01%
640
332
$6K ﹤0.01%
2,500
333
$6K ﹤0.01%
200
334
$5K ﹤0.01%
66
335
$5K ﹤0.01%
350
336
$5K ﹤0.01%
145
337
$5K ﹤0.01%
32
338
$5K ﹤0.01%
25
339
$4K ﹤0.01%
18
340
$4K ﹤0.01%
30
341
$4K ﹤0.01%
1,100
342
$4K ﹤0.01%
25
343
$4K ﹤0.01%
50
344
$4K ﹤0.01%
20
-727
345
$4K ﹤0.01%
+115
346
$3K ﹤0.01%
+65
347
$3K ﹤0.01%
400
348
$3K ﹤0.01%
18
349
$3K ﹤0.01%
175
350
$3K ﹤0.01%
70
12 13
14
15 16