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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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
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5
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377
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+1
378
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379
– –
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380
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381
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382
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383
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384
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385
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388
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390
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391
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393
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394
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395
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396
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-1,685
397
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398
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399
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