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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.91K ﹤0.01%
100
402
$1.84K ﹤0.01%
18
-4
403
$1.74K ﹤0.01%
8
404
$1.67K ﹤0.01%
10
405
$1.46K ﹤0.01%
19
-65
406
$1.4K ﹤0.01%
7
407
$1.32K ﹤0.01%
30
408
$1.29K ﹤0.01%
5
409
$1.28K ﹤0.01%
18
410
$1.28K ﹤0.01%
1
411
$1.24K ﹤0.01%
65
412
$1.23K ﹤0.01%
7
-7
413
$1.07K ﹤0.01%
500
414
$1.02K ﹤0.01%
1
415
$1.02K ﹤0.01%
3
416
$984 ﹤0.01%
50
417
$962 ﹤0.01%
12
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$909 ﹤0.01%
10
-17
419
$728 ﹤0.01%
175
420
$720 ﹤0.01%
10
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$689 ﹤0.01%
5
422
$524 ﹤0.01%
40
-125
423
$432 ﹤0.01%
10
424
$180 ﹤0.01%
100
425
$154 ﹤0.01%
50
15 16
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18 19