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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.21K ﹤0.01%
30
352
$1.13K ﹤0.01%
5
353
$1.01K ﹤0.01%
23
354
$810 ﹤0.01%
1,000
355
$649 ﹤0.01%
7
356
$536 ﹤0.01%
50
357
$525 ﹤0.01%
20
358
$507 ﹤0.01%
+5
359
$361 ﹤0.01%
10
360
$337 ﹤0.01%
1
361
$291 ﹤0.01%
100
362
$185 ﹤0.01%
19
363
$120 ﹤0.01%
2
364
$102 ﹤0.01%
1
365
$94 ﹤0.01%
20
366
$86 ﹤0.01%
1
367
$49 ﹤0.01%
3
368
$34 ﹤0.01%
2
369
– –
0
370
$11 ﹤0.01%
4
371
– –
-3,700
372
– –
-1,000
373
– –
-5,500
374
– –
-1,300
375
– –
-350
12 13 14
15
16