AP

Atwood & Palmer Portfolio holdings

AUM $1.7B
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.14M 0.4%
34,804
-2,650
52
$1.86M 0.35%
24,530
-525
53
$1.85M 0.35%
15,472
+2,772
54
$1.59M 0.3%
19,309
+5,400
55
$1.46M 0.28%
5,904
-1,639
56
$1.43M 0.27%
21,544
+11,970
57
$1.37M 0.26%
55,080
+21,648
58
$1.31M 0.25%
17,025
+8,075
59
$1.29M 0.24%
143,100
+63,150
60
$1.25M 0.24%
41,212
+12,067
61
$1.23M 0.23%
20,814
+279
62
$1.16M 0.22%
12,415
+11,915
63
$1.14M 0.22%
15,300
+13,000
64
$1.08M 0.2%
12,185
+3,007
65
$1.03M 0.19%
11,175
+65
66
$1M 0.19%
15,526
67
$990K 0.19%
17,750
+1,250
68
$973K 0.18%
34,609
+13,327
69
$945K 0.18%
7,698
+2,950
70
$941K 0.18%
20,500
+2,300
71
$913K 0.17%
23,378
+1,680
72
$862K 0.16%
14,155
+55
73
$862K 0.16%
26,586
+1,936
74
$851K 0.16%
100,000
75
$836K 0.16%
13,500
+3,500
1 2
3
4 5