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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.73M 0.77%
224,940
+5,370
52
$7.5M 0.74%
41,131
53
$7.32M 0.72%
91,079
+1,185
54
$6.29M 0.62%
287,359
-348,192
55
$6.07M 0.6%
27,219
-110
56
$5.41M 0.54%
48,024
-575
57
$5.04M 0.5%
18,282
58
$4.44M 0.44%
77,679
-347
59
$4.34M 0.43%
190,014
-242,560
60
$4.01M 0.4%
80,625
+63,190
61
$3.97M 0.39%
24,304
-100
62
$3.64M 0.36%
168,451
-206,303
63
$3.22M 0.32%
25,470
-456
64
$2.94M 0.29%
134,964
-153,826
65
$2.45M 0.24%
41,350
+29,375
66
$2.35M 0.23%
+46,972
67
$2.23M 0.22%
106,839
-51,353
68
$2.14M 0.21%
87,325
-150
69
$2.14M 0.21%
22,360
-1,000
70
$2.08M 0.21%
12,720
71
$1.89M 0.19%
26,900
72
$1.74M 0.17%
37,915
+15
73
$1.74M 0.17%
85,122
-95,943
74
$1.65M 0.16%
38,235
+30
75
$1.58M 0.16%
74,426
-27,844
1 2
3
4 5