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
426
$146 ﹤0.01%
18
427
$144 ﹤0.01%
5
428
$142 ﹤0.01%
1
-63
429
$110 ﹤0.01%
2
430
$108 ﹤0.01%
1
431
$80 ﹤0.01%
13
432
$43 ﹤0.01%
20
433
$41 ﹤0.01%
1
434
$7 ﹤0.01%
1
435
$7 ﹤0.01%
4
436
– –
0
437
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-140
438
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-1,000
439
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-2
440
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441
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443
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-200
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447
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-350
448
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-275
449
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-25
450
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-4
15 16 17
18
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