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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$8.67M
3 +$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1 +$8.71M
2 +$4.45M
3 +$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.57M 0.64%
48,599
-1,113
52
$6.34M 0.62%
288,790
-1,808
53
$5.01M 0.49%
18,282
-153
54
$4.42M 0.43%
78,026
+58,312
55
$4.33M 0.42%
24,404
-175
56
$3.75M 0.37%
181,065
-816
57
$3.73M 0.36%
25,926
-150
58
$3.31M 0.32%
158,192
-1,866
59
$3.04M 0.3%
148,639
-316
60
$2.54M 0.25%
23,360
+720
61
$2.27M 0.22%
102,270
+1,275
62
$2.16M 0.21%
26,900
-150
63
$2.12M 0.21%
12,720
-75
64
$2.05M 0.2%
87,475
-4,835
65
$1.82M 0.18%
37,900
-1,117
66
$1.79M 0.17%
52,507
67
$1.71M 0.17%
38,205
-1,095
68
$1.71M 0.17%
67,405
-1,395
69
$1.69M 0.16%
14,765
+160
70
$1.54M 0.15%
17,990
71
$1.47M 0.14%
12,887
72
$1.45M 0.14%
3,836
-109
73
$1.45M 0.14%
5,625
-1,009
74
$1.28M 0.12%
4,682
-250
75
$1.23M 0.12%
12,766