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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
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453
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-65
456
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0
457
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458
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-1,635
459
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-500
460
– –
-363
461
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-50
462
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-50
15 16 17 18
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