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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Sector Composition

1 Technology 18.65%
2 Healthcare 14.53%
3 Financials 10.24%
4 Industrials 8.18%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-313
477
-2
478
-8
479
-423
480
-1
481
-5,000
482
-2
483
-90
484
-40
485
-5
486
-2
487
-35
488
-348
489
-650
490
-1,000
491
-15
492
-28
493
-28
494
-17
495
-30
496
-500