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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.34%
25,255
-1,185
52
$2.13M 0.33%
60,175
53
$2.12M 0.33%
17,167
-555
54
$2.06M 0.32%
27,855
-405
55
$2.02M 0.32%
34,015
-1,075
56
$1.78M 0.28%
26,900
57
$1.49M 0.23%
12,413
+263
58
$1.45M 0.23%
68,795
-590
59
$1.34M 0.21%
23,140
+540
60
$1.28M 0.2%
4,987
-1,054
61
$1.27M 0.2%
58,883
+2,556
62
$1.21M 0.19%
31,965
-638
63
$1.2M 0.19%
34,783
+350
64
$1.18M 0.19%
7,501
+900
65
$1.04M 0.16%
10,375
-50
66
$944K 0.15%
25,119
-402
67
$944K 0.15%
15,692
-744
68
$937K 0.15%
15,791
+219
69
$811K 0.13%
12,887
70
$793K 0.12%
5,800
+200
71
$780K 0.12%
8,000
+740
72
$777K 0.12%
13,946
+30
73
$770K 0.12%
4,212
+50
74
$721K 0.11%
8,013
+175
75
$721K 0.11%
23,279
1 2
3
4 5