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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
67
377
$6K ﹤0.01%
2,000
378
$6K ﹤0.01%
140
379
$6K ﹤0.01%
250
380
$5K ﹤0.01%
+89
381
$5K ﹤0.01%
343
-41
382
$5K ﹤0.01%
+148
383
$5K ﹤0.01%
100
384
$5K ﹤0.01%
102
385
$5K ﹤0.01%
234
386
$5K ﹤0.01%
500
387
– –
0
388
$5K ﹤0.01%
50
389
$5K ﹤0.01%
+11
390
$5K ﹤0.01%
200
391
$5K ﹤0.01%
174
392
$4K ﹤0.01%
+105
393
$4K ﹤0.01%
75
394
$4K ﹤0.01%
33
395
$4K ﹤0.01%
+201
396
$4K ﹤0.01%
+272
397
$4K ﹤0.01%
100
398
$3K ﹤0.01%
69
-128
399
$3K ﹤0.01%
210
400
$3K ﹤0.01%
+100
14 15
16
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