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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.5M 1.56%
354,007
-940
27
$20.5M 1.55%
939,700
+12,795
28
$20.3M 1.54%
63,762
+165
29
$20.1M 1.52%
941,975
+15,285
30
$19.4M 1.47%
146,454
31
$19M 1.44%
281,262
-1,107
32
$18.9M 1.43%
495,188
+5,703
33
$18.8M 1.42%
274,090
+782
34
$18.5M 1.4%
961,250
+8,575
35
$18.4M 1.39%
238,207
-3,633
36
$18.3M 1.39%
634,856
+6,000
37
$17.6M 1.33%
307,358
-1,752
38
$16.5M 1.25%
375,876
-3,200
39
$15.8M 1.2%
321,104
+77
40
$15.6M 1.18%
95,507
+75
41
$15.2M 1.15%
68,915
+2,025
42
$14.6M 1.11%
281,900
+42,830
43
$13.9M 1.05%
+8,428
44
$13.1M 0.99%
201,425
+2,435
45
$13.1M 0.99%
337,611
-2,235
46
$12.9M 0.98%
383,976
-2,220
47
$12.8M 0.97%
56,976
+240
48
$11.6M 0.88%
275,018
-3,232
49
$10.1M 0.77%
210,715
+34,975
50
$6.78M 0.51%
40,856
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