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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$7.64M
3
+$5.13M
4
AAPL icon
Apple
AAPL
+$4.96M
5
CDW icon
CDW
CDW
+$4.84M

Top Sells

1
+$36.9M
2
+$9.43M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K ﹤0.01%
+310
352
$8K ﹤0.01%
+400
353
$8K ﹤0.01%
+175
354
$8K ﹤0.01%
+234
355
$8K ﹤0.01%
100
-128
356
$8K ﹤0.01%
+640
357
$8K ﹤0.01%
+346
358
$8K ﹤0.01%
+46
359
$7K ﹤0.01%
+1,975
360
$7K ﹤0.01%
925
361
$7K ﹤0.01%
260
362
$7K ﹤0.01%
329
-46
363
$7K ﹤0.01%
298
364
$7K ﹤0.01%
+214
365
$7K ﹤0.01%
185
366
$7K ﹤0.01%
+1,770
367
$7K ﹤0.01%
+59
368
$7K ﹤0.01%
156
369
$6K ﹤0.01%
1,464
-248
370
$6K ﹤0.01%
280
371
$6K ﹤0.01%
200
372
$6K ﹤0.01%
150
-266
373
$6K ﹤0.01%
333
-514
374
$6K ﹤0.01%
+119
375
$6K ﹤0.01%
+46
13 14
15
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