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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
$1.04B
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.9%
2 Financials 13.52%
3 Industrials 12.61%
4 Healthcare 11.77%
5 Consumer Discretionary 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$4K ﹤0.01%
76
+65
402
$4K ﹤0.01%
+122
403
$4K ﹤0.01%
+220
404
$4K ﹤0.01%
140
405
$3K ﹤0.01%
+57
406
$3K ﹤0.01%
+83
407
$3K ﹤0.01%
+26
408
$3K ﹤0.01%
+74
409
$3K ﹤0.01%
+37
410
$3K ﹤0.01%
300
411
$3K ﹤0.01%
202
412
$3K ﹤0.01%
48
-234
413
$3K ﹤0.01%
+18
414
$3K ﹤0.01%
+10
415
$3K ﹤0.01%
+52
416
$3K ﹤0.01%
+42
417
$3K ﹤0.01%
+73
418
$3K ﹤0.01%
845
419
$3K ﹤0.01%
+16
420
$3K ﹤0.01%
+105
421
$3K ﹤0.01%
+50
422
$2K ﹤0.01%
+21
423
$2K ﹤0.01%
+34
424
$2K ﹤0.01%
223
425
$2K ﹤0.01%
19