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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.91K ﹤0.01%
26
377
$3.87K ﹤0.01%
200
378
$3.62K ﹤0.01%
223
379
$3.46K ﹤0.01%
423
380
$3.29K ﹤0.01%
89
381
$3.21K ﹤0.01%
2,375
382
$3K ﹤0.01%
10
383
$2.88K ﹤0.01%
+28
384
$2.74K ﹤0.01%
20
385
$2.71K ﹤0.01%
73
386
$2.65K ﹤0.01%
8
387
$2.64K ﹤0.01%
40
388
$2.64K ﹤0.01%
38
-350
389
$2.63K ﹤0.01%
247
-105
390
$2.6K ﹤0.01%
70
391
$2.6K ﹤0.01%
+90
392
$2.53K ﹤0.01%
16
393
$2.47K ﹤0.01%
28
394
$2.37K ﹤0.01%
50
395
$2.31K ﹤0.01%
42
396
$2.27K ﹤0.01%
3
397
$2.24K ﹤0.01%
35
398
$2.23K ﹤0.01%
9
399
$2.1K ﹤0.01%
100
400
$1.96K ﹤0.01%
50
14 15
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17 18