AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.1K ﹤0.01%
210
327
$19K ﹤0.01%
207
328
$18.8K ﹤0.01%
104
+94
329
$18.5K ﹤0.01%
107
330
$18.5K ﹤0.01%
+183
331
$17.9K ﹤0.01%
+204
332
$17.7K ﹤0.01%
+2,000
333
$17.7K ﹤0.01%
81
334
$17.6K ﹤0.01%
+108
335
$17.4K ﹤0.01%
+395
336
$17.2K ﹤0.01%
1,500
337
$17.1K ﹤0.01%
303
338
$17K ﹤0.01%
+338
339
$16.8K ﹤0.01%
+1,000
340
$16.7K ﹤0.01%
+786
341
$16.6K ﹤0.01%
540
-600
342
$16.5K ﹤0.01%
150
343
$16K ﹤0.01%
306
-3,765
344
$15.4K ﹤0.01%
+49
345
$15.2K ﹤0.01%
+51
346
$15K ﹤0.01%
+68
347
$14.7K ﹤0.01%
400
348
$14.4K ﹤0.01%
+120
349
$14.3K ﹤0.01%
+192
350
$14.3K ﹤0.01%
219
-353,126
12 13
14
15 16