AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.74K | ﹤0.01% | 44 | – | – | |||
| $3.68K | ﹤0.01% | 26 | – | – | |||
| $3.67K | ﹤0.01% | 35 | – | – | |||
| $3.3K | ﹤0.01% | 25 | – | – | |||
| $3.26K | ﹤0.01% | 200 | – | – | |||
| $2.99K | ﹤0.01% | 50 -225 | -82% | -$13.5K | |||
| $2.98K | ﹤0.01% | 65 | – | – | |||
| $2.9K | ﹤0.01% | 16 | – | – | |||
| $2.84K | ﹤0.01% | 100 | – | – | |||
| $2.76K | ﹤0.01% | 73 | – | – | |||
| $2.63K | ﹤0.01% | 8 | – | – | |||
| $2.6K | ﹤0.01% | 28 | – | – | |||
| $2.5K | ﹤0.01% | 42 -179 | -81% | -$10.7K | |||
| $2.49K | ﹤0.01% | 100 | – | – | |||
| $2.44K | ﹤0.01% | 10 | – | – | |||
| $2.36K | ﹤0.01% | 9 | – | – | |||
| $2.2K | ﹤0.01% | 20 | – | – | |||
| $2.18K | ﹤0.01% | 50 | – | – | |||
| $2.16K | ﹤0.01% | 50 | – | – | |||
| $2.12K | ﹤0.01% | 46 -200 | -81% | -$9.22K | |||
| $1.92K | ﹤0.01% | 19 -184 | -91% | -$18.6K | |||
| $1.78K | ﹤0.01% | 204 -43 | -17% | -$375 | |||
| $1.72K | ﹤0.01% | 10 | – | – | |||
| $1.44K | ﹤0.01% | 18 | – | – | |||
| $1.44K | ﹤0.01% | +5 | New | +$1.44K |
