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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
42
352
$3K ﹤0.01%
379
353
$3K ﹤0.01%
288
354
$3K ﹤0.01%
26
355
$2K ﹤0.01%
21
356
$2K ﹤0.01%
15
-70
357
$2K ﹤0.01%
223
358
$2K ﹤0.01%
48
359
$2K ﹤0.01%
10
360
$2K ﹤0.01%
17
361
$2K ﹤0.01%
1,000
362
$1K ﹤0.01%
30
363
$1K ﹤0.01%
23
364
$1K ﹤0.01%
5
-300
365
$1K ﹤0.01%
7
366
$1K ﹤0.01%
5
367
$1K ﹤0.01%
25
368
$1K ﹤0.01%
16
369
– –
-340
370
– –
-100
371
– –
-130
372
– –
-1,572
373
– –
-174
374
$0 ﹤0.01%
2
375
– –
-520
13 14
15
16 17