AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$34.3M
2 +$354K
3 +$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$10.9K ﹤0.01%
25
377
$10.9K ﹤0.01%
656
378
$10.8K ﹤0.01%
345
-202
379
$10.7K ﹤0.01%
2,000
380
$10.7K ﹤0.01%
100
381
$10.4K ﹤0.01%
79
382
$10.4K ﹤0.01%
44
383
$10.3K ﹤0.01%
225
384
$10.2K ﹤0.01%
13
385
$10.1K ﹤0.01%
120
386
$10.1K ﹤0.01%
150
387
$9.97K ﹤0.01%
197
388
$9.7K ﹤0.01%
70
389
$9.46K ﹤0.01%
35
390
$9.03K ﹤0.01%
44
391
$8.6K ﹤0.01%
35
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$8.58K ﹤0.01%
2
393
$8.46K ﹤0.01%
42
-39
394
$8.42K ﹤0.01%
1,000
395
$8.29K ﹤0.01%
250
396
$8.29K ﹤0.01%
100
397
$8.19K ﹤0.01%
+685
398
$8.17K ﹤0.01%
141
399
$8.09K ﹤0.01%
120
400
$8.05K ﹤0.01%
35