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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15M 1.48%
242,636
+5,506
27
$14.6M 1.45%
+180,180
28
$13.4M 1.33%
579,678
-585
29
$13.3M 1.32%
152,331
+4,160
30
$12.9M 1.28%
27,413
+611
31
$12.1M 1.2%
64,348
+945
32
$11.8M 1.17%
151,129
+3,805
33
$11.8M 1.17%
290,476
+268,894
34
$11.7M 1.15%
240,292
-174,290
35
$11.6M 1.15%
55,467
+679
36
$11.1M 1.1%
255,846
+5,430
37
$10.7M 1.06%
40,082
+478
38
$10.1M 1%
244,854
+9,968
39
$10M 1%
48,323
+2,370
40
$9.63M 0.95%
372,852
+3,898
41
$9.43M 0.93%
94,410
+91,710
42
$9.27M 0.92%
187,729
-178,211
43
$9.11M 0.9%
+1,120,695
44
$8.99M 0.89%
348,893
+2,525
45
$8.95M 0.89%
+120,475
46
$8.69M 0.86%
176,275
+175,375
47
$8.15M 0.81%
233,746
-11,737
48
$7.96M 0.79%
176,878
-211,626
49
$7.87M 0.78%
+197,112
50
$7.81M 0.77%
387,715
+7,945
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