AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.43K | ﹤0.01% | 30 | – | – | |||
| $1.43K | ﹤0.01% | 350 | – | – | |||
| $1.42K | ﹤0.01% | 5 | – | – | |||
| $1.38K | ﹤0.01% | 1 | – | – | |||
| $1.34K | ﹤0.01% | 29 | – | – | |||
| $1.32K | ﹤0.01% | 10 | – | – | |||
| $1.32K | ﹤0.01% | 30 | – | – | |||
| $1.12K | ﹤0.01% | 7 | – | – | |||
| $1.1K | ﹤0.01% | 15 -232 | -94% | -$17K | |||
| $1.04K | ﹤0.01% | 18 | – | – | |||
| $1.01K | ﹤0.01% | 24 | – | – | |||
| $933 | ﹤0.01% | 1 | – | – | |||
| $918 | ﹤0.01% | 5 | – | – | |||
| $912 | ﹤0.01% | 10 | – | – | |||
| $863 | ﹤0.01% | 12 | – | – | |||
| $801 | ﹤0.01% | 10 | – | – | |||
| $764 | ﹤0.01% | 4 | – | – | |||
| $685 | ﹤0.01% | 5 | – | – | |||
| $667 | ﹤0.01% | 175 | – | – | |||
| $663 | ﹤0.01% | 1 | – | – | |||
| $612 | ﹤0.01% | 13 | – | – | |||
| $553 | ﹤0.01% | 5 | – | – | |||
| $540 | ﹤0.01% | 500 | – | – | |||
| $537 | ﹤0.01% | 2 -2 | -50% | -$537 | |||
| $534 | ﹤0.01% | 10 | – | – |
