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
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-117
377
-116
378
0
379
-122
380
-75
381
$0 ﹤0.01%
20
382
$0 ﹤0.01%
4
383
-8
384
-243
385
-136
386
$0 ﹤0.01%
7
387
-15
388
-30
389
-5
390
-11
391
-63
392
$0 ﹤0.01%
11
393
-580
394
-112
395
-43
396
$0 ﹤0.01%
2
397
-2
398
-15