AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
-11.62%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.03B
AUM Growth
+$1.03B
(-11%)
Cap. Flow
+$21.4M
Cap. Flow
% of AUM
2.08%
Top 10 Holdings %
Top 10 Hldgs %
29.82%
Holding
462
New
17
Increased
61
Reduced
118
Closed
62
Top Buys
| 1 |
United Therapeutics
UTHR
|
$12.9M |
| 2 |
Garmin
GRMN
|
$8.67M |
| 3 |
United Natural Foods
UNFI
|
$8.65M |
| 4 |
Gen Digital
GEN
|
$8.34M |
| 5 |
Amgen
AMGN
|
$5.64M |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$8.71M |
| 2 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$4.45M |
| 3 |
Mastercard
MA
|
$4.39M |
| 4 |
Thermo Fisher Scientific
TMO
|
$3.76M |
| 5 |
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% |
