AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+2.97%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.46B
AUM Growth
-$11.7M
(-0.8%)
Cap. Flow
+$6.84M
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
31.46%
Holding
496
New
24
Increased
82
Reduced
74
Closed
27
Top Buys
Top Sells
| 1 |
PayPal
PYPL
|
$8.51M |
| 2 |
Palantir
PLTR
|
$8.33M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$1.8M |
| 4 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$1.79M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$917K |
Sector Composition
| 1 | Technology | 18.65% |
| 2 | Healthcare | 14.53% |
| 3 | Financials | 10.23% |
| 4 | Industrials | 8.18% |
| 5 | Consumer Discretionary | 6.59% |
