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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.44%
340,304
+87,614
27
$15.2M 1.43%
315,915
+8,925
28
$14.8M 1.39%
160,380
+4,392
29
$14.5M 1.37%
597,963
+4,013
30
$14.5M 1.36%
134,259
+5,384
31
$14.3M 1.34%
269,620
+5,025
32
$13.7M 1.29%
316,241
+1,266
33
$13.3M 1.25%
66,550
+939
34
$13.1M 1.23%
58,559
+2,372
35
$13.1M 1.23%
425,213
+3,415
36
$13M 1.22%
265,065
+4,815
37
$11.9M 1.12%
369,038
+3,593
38
$11.3M 1.06%
40,688
+54
39
$10.6M 1%
139,600
+2,250
40
$10.5M 0.99%
105,315
+1,915
41
$10.4M 0.98%
53,073
+2,315
42
$10.4M 0.98%
218,074
-3,677
43
$10.1M 0.95%
199,975
+1,250
44
$10M 0.94%
1,187,648
+35,313
45
$9.72M 0.91%
233,272
+3,910
46
$9.09M 0.85%
90,065
+526
47
$8.72M 0.82%
175,878
-1,423
48
$8.04M 0.76%
137,435
+6,700
49
$7.65M 0.72%
163,849
+1,868
50
$6.7M 0.63%
27,078
-141
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2
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