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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.4K ﹤0.01%
2,500
327
$12.4K ﹤0.01%
400
328
$12.4K ﹤0.01%
100
329
$11.9K ﹤0.01%
216
330
$11.8K ﹤0.01%
287
-75
331
$11.6K ﹤0.01%
75
332
$11K ﹤0.01%
4,000
333
$10.8K ﹤0.01%
28
+3
334
$10.6K ﹤0.01%
+110
335
$10.5K ﹤0.01%
400
336
$10.4K ﹤0.01%
2,000
337
$10.3K ﹤0.01%
120
338
$9.77K ﹤0.01%
100
-100
339
$9.55K ﹤0.01%
100
340
$9.41K ﹤0.01%
58
+49
341
$9.37K ﹤0.01%
30
342
$8.74K ﹤0.01%
225
343
$8.52K ﹤0.01%
246
344
$8.4K ﹤0.01%
100
345
$8.38K ﹤0.01%
656
-262
346
$8.34K ﹤0.01%
25
347
$8.34K ﹤0.01%
+95
348
$8.26K ﹤0.01%
85
349
$8.19K ﹤0.01%
27
-58
350
$7.84K ﹤0.01%
100
12 13
14
15 16