AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$6.95K ﹤0.01%
+81
427
$6.47K ﹤0.01%
2,500
428
$6.35K ﹤0.01%
44
429
$6.24K ﹤0.01%
6
430
$6.17K ﹤0.01%
25
431
$6.1K ﹤0.01%
1,000
432
$5.38K ﹤0.01%
+245
433
$5.27K ﹤0.01%
35
434
$5.19K ﹤0.01%
89
435
$5.03K ﹤0.01%
+300
436
$5K ﹤0.01%
10
437
$4.94K ﹤0.01%
1,000
438
$4.61K ﹤0.01%
40
439
$4.6K ﹤0.01%
106
440
$4.54K ﹤0.01%
8
441
$4.51K ﹤0.01%
+90
442
$4.39K ﹤0.01%
26
443
$4.09K ﹤0.01%
327
444
$3.77K ﹤0.01%
50
445
$3.77K ﹤0.01%
+117
446
$3.57K ﹤0.01%
200
447
$3.42K ﹤0.01%
65
448
$3.36K ﹤0.01%
25
449
$3.35K ﹤0.01%
16
450
$3.23K ﹤0.01%
+56
16 17
18
19 20