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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
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
26
$8.03M 1.57%
90,051
+3,727
27
$7.21M 1.41%
+78,374
28
$7.2M 1.41%
199,296
+3,583
29
$6.76M 1.32%
52,231
+1,163
30
$6.26M 1.22%
241,842
+10,928
31
$5.94M 1.16%
267,615
+13,100
32
$5.9M 1.15%
98,155
+349
33
$5.84M 1.14%
111,030
-2,250
34
$5.62M 1.1%
221,548
+13,276
35
$5.39M 1.05%
55,408
+396
36
$5.36M 1.05%
236,165
+13,375
37
$5.16M 1.01%
168,960
-1,117
38
$5.15M 1.01%
238,207
-8,300
39
$5M 0.98%
193,144
-10,737
40
$4.97M 0.97%
551,121
+348,428
41
$4.58M 0.89%
41,975
42
$4.26M 0.83%
57,341
-9,062
43
$4.05M 0.79%
164,568
+14,607
44
$3.87M 0.76%
182,385
+15,179
45
$3.76M 0.73%
40,269
-20,536
46
$3.48M 0.68%
49,915
47
$3.09M 0.6%
38,438
-2,749
48
$2.82M 0.55%
54,680
-1,200
49
$2.59M 0.51%
18,707
50
$2.55M 0.5%
40,158
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