AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$34.3M
2 +$354K
3 +$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$15.4K ﹤0.01%
75
352
$15.3K ﹤0.01%
200
353
$15.3K ﹤0.01%
28
354
$14.7K ﹤0.01%
1,040
355
$14.6K ﹤0.01%
600
356
$14.6K ﹤0.01%
+200
357
$14.2K ﹤0.01%
189
358
$14.1K ﹤0.01%
68
359
$14.1K ﹤0.01%
40
360
$13.8K ﹤0.01%
49
361
$13.7K ﹤0.01%
43
362
$13.5K ﹤0.01%
85
363
$13.5K ﹤0.01%
100
364
$13.5K ﹤0.01%
120
365
$12.7K ﹤0.01%
452
366
$12.6K ﹤0.01%
287
367
$12.5K ﹤0.01%
+125
368
$12.5K ﹤0.01%
300
369
$11.9K ﹤0.01%
30
370
$11.7K ﹤0.01%
160
371
$11.6K ﹤0.01%
300
372
$11.4K ﹤0.01%
104
373
$11.1K ﹤0.01%
392
-167
374
$11K ﹤0.01%
12
375
$11K ﹤0.01%
31