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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$4K ﹤0.01%
110
352
$4K ﹤0.01%
75
353
$4K ﹤0.01%
200
354
$4K ﹤0.01%
+50
355
$4K ﹤0.01%
+50
356
$4K ﹤0.01%
+69
357
$3K ﹤0.01%
100
358
$3K ﹤0.01%
129
359
$3K ﹤0.01%
300
360
$3K ﹤0.01%
200
-3,788
361
$3K ﹤0.01%
35
362
$3K ﹤0.01%
150
363
$2K ﹤0.01%
60
364
$2K ﹤0.01%
75
365
$2K ﹤0.01%
94
366
$2K ﹤0.01%
20
367
$2K ﹤0.01%
+97
368
$1K ﹤0.01%
15
369
$1K ﹤0.01%
10
370
$1K ﹤0.01%
13
371
$1K ﹤0.01%
70
372
$1K ﹤0.01%
50
373
$1K ﹤0.01%
9
374
$1K ﹤0.01%
+60
375
$1K ﹤0.01%
+1,000
13 14
15
16 17