AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+5.61%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$626M
AUM Growth
+$626M
(+13%)
Cap. Flow
+$42.5M
Cap. Flow
% of AUM
6.8%
Top 10 Holdings %
Top 10 Hldgs %
36.72%
Holding
359
New
25
Increased
42
Reduced
79
Closed
62
Top Buys
Top Sells
| 1 |
Novo Nordisk
NVO
|
$5.62M |
| 2 |
ANDV
Andeavor
ANDV
|
$4.66M |
| 3 |
CDW
CDW
|
$4.56M |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$2.74M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$2.18M |
Sector Composition
| 1 | Technology | 23.33% |
| 2 | Healthcare | 14.26% |
| 3 | Financials | 13.74% |
| 4 | Industrials | 6.65% |
| 5 | Consumer Discretionary | 4.6% |