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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.32M 1.19%
120,016
+37,752
27
$6.19M 1.17%
141,745
+39,975
28
$6M 1.13%
226,780
+86,910
29
$5.77M 1.09%
187,960
+60,135
30
$5.72M 1.08%
157,615
+47,475
31
$5.66M 1.07%
157,875
+47,555
32
$5.47M 1.03%
245,015
+95,035
33
$5.4M 1.02%
202,780
+81,250
34
$5.33M 1.01%
136,775
+41,380
35
$5.24M 0.99%
134,185
+40,590
36
$5M 0.94%
141,705
+42,855
37
$4.64M 0.88%
34,804
+1,395
38
$4.5M 0.85%
115,829
-125,800
39
$4.5M 0.85%
197,865
+92,375
40
$4.49M 0.85%
167,855
+74,950
41
$4.31M 0.81%
163,218
+47,540
42
$4.27M 0.81%
81,339
+29,080
43
$4.27M 0.81%
202,455
+41,725
44
$4.11M 0.78%
56,361
+9,031
45
$4.09M 0.77%
43,450
-8,798
46
$2.84M 0.54%
106,350
+46,425
47
$2.79M 0.53%
50,165
+17,865
48
$2.73M 0.52%
129,125
+58,050
49
$2.65M 0.5%
40,967
+39,341
50
$2.26M 0.43%
54,113
+9,533
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