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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$5.76K ﹤0.01%
25
327
$5.22K ﹤0.01%
200
328
$5.18K ﹤0.01%
66
329
$5.14K ﹤0.01%
30
330
$4.99K ﹤0.01%
20
331
$4.62K ﹤0.01%
10
-28,001
332
$4.37K ﹤0.01%
423
333
$4.3K ﹤0.01%
18
334
$3.65K ﹤0.01%
379
335
$3.37K ﹤0.01%
26
336
$3.15K ﹤0.01%
70
337
$3.02K ﹤0.01%
+450
338
$3K ﹤0.01%
15
339
$2.94K ﹤0.01%
10
340
$2.78K ﹤0.01%
223
341
$2.72K ﹤0.01%
18
342
$2.49K ﹤0.01%
42
343
$2.25K ﹤0.01%
17
344
$2.13K ﹤0.01%
100
345
$2.09K ﹤0.01%
21
346
$2.05K ﹤0.01%
65
347
$1.86K ﹤0.01%
48
348
$1.84K ﹤0.01%
175
349
$1.71K ﹤0.01%
500
-600
350
$1.62K ﹤0.01%
16
12 13
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15 16