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 | |
|---|---|---|---|---|---|---|---|
| $494 | ﹤0.01% | 10 | – | – | |||
| $368 | ﹤0.01% | 100 | – | – | |||
| $168 | ﹤0.01% | 5 | – | – | |||
| $165 | ﹤0.01% | 650 | – | – | |||
| $124 | ﹤0.01% | 1 | – | – | |||
| $120 | ﹤0.01% | 2 | – | – | |||
| $113 | ﹤0.01% | 1 | – | – | |||
| $106 | ﹤0.01% | 50 | – | – | |||
| $37 | ﹤0.01% | 1 | – | – | |||
| $30 | ﹤0.01% | 18 | – | – | |||
| $28 | ﹤0.01% | 1 | – | – | |||
| $12 | ﹤0.01% | 20 | – | – | |||
| – | – | 0 | – | – | |||
| $3 | ﹤0.01% | 4 | – | – | |||
| $2 | ﹤0.01% | 1 | – | – | |||
| $1 | ﹤0.01% | 1 | – | – | |||
| – | – | -59 | Closed | -$5.01K | |||
| – | – | -4 | Closed | -$598 | |||
| – | – | -7 | Closed | -$2.27K | |||
| – | – | -25 | Closed | -$1.51K | |||
| – | – | -3 | Closed | -$371 | |||
| – | – | -31 | Closed | -$2.99K | |||
| – | – | -21 | Closed | -$2.62K | |||
| – | – | -171 | Closed | -$13.2K | |||
| – | – | -115 | Closed | -$12.8K |
