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
501
$163 ﹤0.01%
5
502
$147 ﹤0.01%
2
503
$126 ﹤0.01%
1
504
$120 ﹤0.01%
1
505
$117 ﹤0.01%
65
506
$77 ﹤0.01%
50
507
$37 ﹤0.01%
18
508
$21 ﹤0.01%
1
509
$13 ﹤0.01%
20
510
$11 ﹤0.01%
+5
511
– –
0
512
– –
0
513
– –
0
514
$2 ﹤0.01%
1
515
– –
-400
516
– –
-750
517
– –
-710
518
– –
-240
519
– –
-75
520
– –
-1
521
– –
-115
522
– –
-45
523
– –
-39
524
– –
-922
525
– –
-5,691
18 19 20
21
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