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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.75M
2
+$7.64M
3
+$5.13M
4
AAPL icon
Apple
AAPL
+$4.96M
5
CDW icon
CDW
CDW
+$4.84M

Top Sells

1
+$36.9M
2
+$9.43M
3
+$6.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.99M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
61
427
$1K ﹤0.01%
17
428
$1K ﹤0.01%
9
429
– –
-376
430
– –
-25
431
– –
-181
432
– –
-5
433
– –
-9,700
434
– –
-114
435
– –
-120
436
– –
-1,066
437
– –
-1,000
438
– –
-400
439
– –
-139
440
– –
-163
441
– –
-150
442
– –
-108
443
– –
-2
444
– –
-575
445
– –
-129
446
– –
-1,024
447
– –
-5,000
448
– –
-153
449
– –
-192
450
– –
-68
15 16 17
18
19