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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$8.67M
3 +$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1 +$8.71M
2 +$4.45M
3 +$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
50
402
-37
403
-59
404
-34
405
-262
406
-150
407
-150
408
-57
409
$0 ﹤0.01%
3
410
-375
411
-300
412
-473
413
-202
414
-236
415
-100
416
-56
417
-533
418
-317
419
-200
420
$0 ﹤0.01%
19
421
$0 ﹤0.01%
10
422
-122
423
-50
424
-7
425
-220