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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$7.63K ﹤0.01%
185
352
$6.91K ﹤0.01%
104
353
$6.88K ﹤0.01%
35
354
$6.66K ﹤0.01%
500
355
$5.99K ﹤0.01%
100
-100
356
$5.84K ﹤0.01%
+32
357
$5.75K ﹤0.01%
200
358
$5.75K ﹤0.01%
350
359
$5.65K ﹤0.01%
+64
360
$5.63K ﹤0.01%
+137
361
$5.49K ﹤0.01%
1,000
362
$5.48K ﹤0.01%
37
363
$5.41K ﹤0.01%
6
364
$5.33K ﹤0.01%
23
-29
365
$5.15K ﹤0.01%
106
366
$5.13K ﹤0.01%
25
367
$4.67K ﹤0.01%
24
-24
368
$4.57K ﹤0.01%
325
369
$4.54K ﹤0.01%
44
370
$4.51K ﹤0.01%
8
371
$4.36K ﹤0.01%
10
372
$4.27K ﹤0.01%
+44
373
$4.13K ﹤0.01%
45
-43
374
$4.11K ﹤0.01%
+40
375
$4.01K ﹤0.01%
9
13 14
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16 17