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
$1.6B
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
476
$1.47K ﹤0.01%
18
477
$1.44K ﹤0.01%
350
478
$1.34K ﹤0.01%
10
479
$1.3K ﹤0.01%
24
480
$1.23K ﹤0.01%
10
481
$1.21K ﹤0.01%
+40
482
$1.19K ﹤0.01%
5
483
$1.19K ﹤0.01%
+100
484
$1.06K ﹤0.01%
15
485
$1.01K ﹤0.01%
4
486
$968 ﹤0.01%
18
487
$962 ﹤0.01%
7
488
$871 ﹤0.01%
12
489
$832 ﹤0.01%
10
490
$814 ﹤0.01%
5
491
$752 ﹤0.01%
+29
492
$629 ﹤0.01%
5
493
$628 ﹤0.01%
5
494
$609 ﹤0.01%
2
495
$601 ﹤0.01%
175
496
$469 ﹤0.01%
10
497
$468 ﹤0.01%
500
498
$387 ﹤0.01%
+25
499
$349 ﹤0.01%
100
500
$290 ﹤0.01%
+81
18 19
20
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