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

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
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%
+400
352
$8K ﹤0.01%
+175
353
$8K ﹤0.01%
+234
354
$8K ﹤0.01%
100
-128
355
$8K ﹤0.01%
+640
356
$8K ﹤0.01%
+346
357
$8K ﹤0.01%
+46
358
$8K ﹤0.01%
221
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
16 17