AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.7M 1.54%
156,264
+142,393
27
$24.6M 1.54%
55,192
+208
28
$23.6M 1.47%
659,221
+2,225
29
$23.4M 1.46%
33,067
+32,985
30
$23.2M 1.45%
540,662
+13,800
31
$21.9M 1.37%
54,062
+274
32
$21.8M 1.36%
41,588
-386
33
$21.4M 1.34%
149,496
+1,525
34
$20.3M 1.27%
907,555
-226,268
35
$20M 1.25%
252,608
+8,556
36
$19.8M 1.24%
903,240
-235,239
37
$19.5M 1.22%
93,329
+423
38
$19.1M 1.19%
+463,770
39
$18.8M 1.18%
436,172
+150,149
40
$18.4M 1.15%
63,924
+228
41
$17.9M 1.12%
339,783
-185,704
42
$16.3M 1.02%
175,070
+4,480
43
$15.9M 0.99%
63,419
+727
44
$15.8M 0.99%
300,843
+11,787
45
$15.5M 0.97%
69,857
+200
46
$11M 0.69%
240,274
-3,657
47
$10.9M 0.68%
273,743
-5,399
48
$8.18M 0.51%
208,869
+412
49
$7.6M 0.48%
41,840
-21
50
$7.32M 0.46%
40,631
-225
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