AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $10.6K | ﹤0.01% | 13 +10 | +333% | +$8.15K | |||
| $10.6K | ﹤0.01% | 110 | – | – | |||
| $10.3K | ﹤0.01% | 28 | – | – | |||
| $10.1K | ﹤0.01% | 2,000 | – | – | |||
| $9.92K | ﹤0.01% | 85 | – | – | |||
| $9.87K | ﹤0.01% | 100 | – | – | |||
| $9.77K | ﹤0.01% | 30 | – | – | |||
| $9.48K | ﹤0.01% | 75 | – | – | |||
| $9.31K | ﹤0.01% | 656 | – | – | |||
| $9.29K | ﹤0.01% | 35 | – | – | |||
| $9.26K | ﹤0.01% | 225 | – | – | |||
| $9.24K | ﹤0.01% | +25 | New | +$9.24K | |||
| $9.04K | ﹤0.01% | 44 | – | – | |||
| $8.93K | ﹤0.01% | 31 | – | – | |||
| $8.67K | ﹤0.01% | 120 | – | – | |||
| $8.44K | ﹤0.01% | 100 | – | – | |||
| $8.36K | ﹤0.01% | 25 | – | – | |||
| $8.33K | ﹤0.01% | 104 | – | – | |||
| $7.93K | ﹤0.01% | 71 | – | – | |||
| $7.93K | ﹤0.01% | 2,500 | – | – | |||
| $7.63K | ﹤0.01% | 2 | – | – | |||
| $7.55K | ﹤0.01% | 1,000 | – | – | |||
| $7.45K | ﹤0.01% | 45 | – | – | |||
| $7.19K | ﹤0.01% | 197 | – | – | |||
| $7.06K | ﹤0.01% | 35 -61 | -64% | -$12.3K |
