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
26
$18.6M 1.81%
388,504
-4,309
27
$18.1M 1.77%
365,940
-14,066
28
$16M 1.56%
229,347
+61,585
29
$14.9M 1.45%
148,171
+2,693
30
$14.7M 1.43%
237,130
+4,387
31
$14.1M 1.37%
635,551
-71,677
32
$14.1M 1.37%
580,263
-8,962
33
$13.1M 1.28%
147,324
+3,227
34
$13M 1.26%
346,368
+6,243
35
$12.9M 1.26%
+54,788
36
$12.8M 1.25%
26,802
+408
37
$11.1M 1.08%
45,953
+1,070
38
$11.1M 1.08%
63,403
+1,270
39
$11M 1.07%
368,954
-149,624
40
$10.1M 0.99%
250,416
+5,124
41
$9.92M 0.97%
432,574
-4,916
42
$9.84M 0.96%
245,483
-89,259
43
$9.73M 0.95%
234,886
+12,944
44
$8.83M 0.86%
89,894
+88,270
45
$8.65M 0.84%
+219,570
46
$8.34M 0.81%
+379,770
47
$8.17M 0.8%
374,754
-1,716
48
$8.08M 0.79%
39,604
-1,740
49
$7.4M 0.72%
41,131
-2,550
50
$6.74M 0.66%
27,329
-3,183