AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+4.22%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.12B
AUM Growth
+$54.5M
(+5.1%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
398
New
28
Increased
109
Reduced
39
Closed
2
Top Buys
| 1 |
Vertex Pharmaceuticals
VRTX
|
$18.4M |
| 2 |
PayPal
PYPL
|
$8.05M |
| 3 |
Gilead Sciences
GILD
|
$6.9M |
| 4 |
Regeneron Pharmaceuticals
REGN
|
$2.44M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
$2.38M |
Top Sells
| 1 |
Amgen
AMGN
|
$18.7M |
| 2 |
United Rentals
URI
|
$8.33M |
| 3 |
Lockheed Martin
LMT
|
$2.67M |
| 4 |
Apple
AAPL
|
$2.66M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
$806K |
Sector Composition
| 1 | Healthcare | 18.15% |
| 2 | Technology | 17.83% |
| 3 | Financials | 12.37% |
| 4 | Industrials | 9.95% |
| 5 | Consumer Discretionary | 6.83% |
