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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
200
402
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50
403
– –
0
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2
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+150
406
$2K ﹤0.01%
100
407
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+34
408
$2K ﹤0.01%
310
409
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17
410
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+74
411
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+24
412
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35
413
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414
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500
415
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+270
416
$1K ﹤0.01%
15
417
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10
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15
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57
422
$1K ﹤0.01%
+18
423
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20
425
$1K ﹤0.01%
50
15 16
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18 19