AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+10.59%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.11B
AUM Growth
+$1.11B
(+9.7%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
0.93%
Top 10 Holdings %
Top 10 Hldgs %
29.59%
Holding
402
New
21
Increased
59
Reduced
34
Closed
12
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 18.46% |
| 2 | Technology | 16.94% |
| 3 | Financials | 11.37% |
| 4 | Industrials | 10.95% |
| 5 | Consumer Discretionary | 5.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
SPDR Gold Trust
GLD
$111B
| – | – |
-5
| Closed | -$1K |
|
402
Ford
F
$46.2B
| – | – |
-2,500
| Closed | -$28K |
|