AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.2K ﹤0.01%
+233
352
$14K ﹤0.01%
+344
353
$14K ﹤0.01%
189
354
$14K ﹤0.01%
51
355
$14K ﹤0.01%
200
356
$13.9K ﹤0.01%
464
-1,036
357
$13.7K ﹤0.01%
75
358
$13.6K ﹤0.01%
452
359
$13.4K ﹤0.01%
25
360
$13.3K ﹤0.01%
+234
361
$13.3K ﹤0.01%
43
+34
362
$13.3K ﹤0.01%
316
+306
363
$13.2K ﹤0.01%
100
364
$13.1K ﹤0.01%
28
365
$13.1K ﹤0.01%
300
366
$12.7K ﹤0.01%
100
367
$12.4K ﹤0.01%
287
368
$12.4K ﹤0.01%
75
369
$12.3K ﹤0.01%
+40
370
$12.1K ﹤0.01%
75
371
$12K ﹤0.01%
85
372
$12K ﹤0.01%
+375
373
$11.9K ﹤0.01%
110
374
$11.5K ﹤0.01%
+141
375
$11.4K ﹤0.01%
+39
13 14
15
16 17