AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$34.3M
2 +$354K
3 +$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$22.6K ﹤0.01%
230
327
$21.6K ﹤0.01%
550
328
$21.3K ﹤0.01%
330
329
$21.1K ﹤0.01%
108
330
$20.9K ﹤0.01%
27
331
$20.4K ﹤0.01%
1,000
332
$20.2K ﹤0.01%
1,000
333
$19.9K ﹤0.01%
183
334
$19.6K ﹤0.01%
104
335
$18.7K ﹤0.01%
200
336
$18.5K ﹤0.01%
75
-10
337
$17.8K ﹤0.01%
786
338
$17.7K ﹤0.01%
150
339
$17.6K ﹤0.01%
51
340
$17.5K ﹤0.01%
207
341
$17.5K ﹤0.01%
192
342
$17.3K ﹤0.01%
501
343
$17.1K ﹤0.01%
107
344
$17.1K ﹤0.01%
540
345
$16.5K ﹤0.01%
75
346
$16.5K ﹤0.01%
233
347
$16.3K ﹤0.01%
395
348
$16.2K ﹤0.01%
25
349
$16K ﹤0.01%
51
350
$15.5K ﹤0.01%
400