AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $6.96K | ﹤0.01% | 12 | – | – | |||
| $6.87K | ﹤0.01% | 84 | – | – | |||
| $6.46K | ﹤0.01% | 24 | – | – | |||
| $6.33K | ﹤0.01% | 127 | – | – | |||
| $6.26K | ﹤0.01% | +250 | New | +$6.26K | |||
| $6.05K | ﹤0.01% | 25 | – | – | |||
| $5.93K | ﹤0.01% | 6 | – | – | |||
| $5.73K | ﹤0.01% | 29 | – | – | |||
| $5.6K | ﹤0.01% | 1,000 | – | – | |||
| $5.48K | ﹤0.01% | 300 | – | – | |||
| $5.34K | ﹤0.01% | +99 | New | +$5.34K | |||
| $5.23K | ﹤0.01% | 125 -239 | -66% | -$9.99K | |||
| $5.21K | ﹤0.01% | +1,500 | New | +$5.21K | |||
| $5.12K | ﹤0.01% | 10 -8 | -44% | -$4.1K | |||
| $5.07K | ﹤0.01% | 59 | – | – | |||
| $4.76K | ﹤0.01% | 89 | – | – | |||
| $4.72K | ﹤0.01% | 8 | – | – | |||
| $4.69K | ﹤0.01% | 327 | – | – | |||
| $4.67K | ﹤0.01% | 141 | – | – | |||
| $4.15K | ﹤0.01% | 223 | – | – | |||
| $4.12K | ﹤0.01% | +39 | New | +$4.12K | |||
| $4.12K | ﹤0.01% | 325 | – | – | |||
| $4.08K | ﹤0.01% | 70 | – | – | |||
| $4.01K | ﹤0.01% | 106 | – | – | |||
| $3.82K | ﹤0.01% | 40 | – | – |
