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
451
$3.19K ﹤0.01%
325
452
$3.16K ﹤0.01%
28
453
$3.04K ﹤0.01%
28
-30
454
$2.99K ﹤0.01%
57
-70
455
$2.86K ﹤0.01%
100
456
$2.85K ﹤0.01%
+29
457
$2.76K ﹤0.01%
100
458
$2.65K ﹤0.01%
8
459
$2.63K ﹤0.01%
73
460
$2.59K ﹤0.01%
50
461
$2.57K ﹤0.01%
37
462
$2.46K ﹤0.01%
50
463
$2.28K ﹤0.01%
52
-66
464
$2.27K ﹤0.01%
10
465
$2.11K ﹤0.01%
30
466
$2.06K ﹤0.01%
+150
467
$2.04K ﹤0.01%
19
468
$2.02K ﹤0.01%
5
469
$2.02K ﹤0.01%
20
470
$2K ﹤0.01%
46
471
$1.82K ﹤0.01%
204
472
$1.65K ﹤0.01%
29
473
$1.62K ﹤0.01%
13
474
$1.56K ﹤0.01%
30
475
$1.52K ﹤0.01%
1
17 18
19
20 21