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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24M 0.44%
31,166
-2,814
52
$2.14M 0.42%
73,850
-52,865
53
$2.01M 0.39%
48,931
54
$1.96M 0.38%
17,009
55
$1.79M 0.35%
30,822
56
$1.68M 0.33%
76,738
+4,125
57
$1.6M 0.31%
31,165
58
$1.34M 0.26%
20,290
+880
59
$1.28M 0.25%
60,800
+11,400
60
$1.26M 0.25%
12,435
+395
61
$1.24M 0.24%
36,140
+1,735
62
$1.23M 0.24%
22,650
63
$1.23M 0.24%
21,145
-270
64
$1.23M 0.24%
29,268
+1,595
65
$1.15M 0.23%
12,230
66
$1.14M 0.22%
18,973
67
$1.09M 0.21%
7,853
68
$984K 0.19%
17,574
-2,463
69
$940K 0.18%
31,556
+146
70
$903K 0.18%
38,300
+7,875
71
$868K 0.17%
9,312
72
$849K 0.17%
30,351
-367
73
$849K 0.17%
10,700
-3,000
74
$845K 0.17%
14,270
75
$841K 0.16%
100,000
1 2
3
4 5