We are live on ! Find out more
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
451
– –
0
452
– –
-69
453
$0 ﹤0.01%
1
454
– –
0
455
– –
-4
456
– –
-3,550
457
– –
-376
458
– –
-36
459
– –
-249
460
– –
-128
461
– –
-200
462
– –
-5,000
463
– –
-153
464
– –
-192
465
– –
-68
466
– –
-100
467
– –
-67
468
– –
-512
469
– –
-1,000
470
$0 ﹤0.01%
36
471
$0 ﹤0.01%
17
472
– –
-80,400
473
– –
-872
474
– –
-60
475
– –
-10,000
15 16 17 18
19