AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.3K ﹤0.01%
+391
377
$11.1K ﹤0.01%
160
378
$11K ﹤0.01%
104
379
$11K ﹤0.01%
600
380
$10.9K ﹤0.01%
30
381
$10.7K ﹤0.01%
+441
382
$10.6K ﹤0.01%
+34
383
$10.3K ﹤0.01%
13
384
$10.1K ﹤0.01%
+629
385
$10.1K ﹤0.01%
100
-65
386
$10.1K ﹤0.01%
1,040
-80
387
$9.91K ﹤0.01%
25
388
$9.83K ﹤0.01%
+270
389
$9.81K ﹤0.01%
44
390
$9.71K ﹤0.01%
+666
391
$9.67K ﹤0.01%
225
392
$9.65K ﹤0.01%
35
393
$9.63K ﹤0.01%
120
394
$9.52K ﹤0.01%
4,000
395
$9.48K ﹤0.01%
+3,000
396
$9.45K ﹤0.01%
31
397
$9.43K ﹤0.01%
+112
398
$9.41K ﹤0.01%
197
399
$9.22K ﹤0.01%
656
400
$9.12K ﹤0.01%
+319
14 15
16
17 18