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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.46M 0.61%
217,080
+1,415
52
$6.28M 0.59%
46,769
-125
53
$6.16M 0.58%
40,856
-275
54
$5.44M 0.51%
245,506
-5,640
55
$5.35M 0.5%
18,117
-165
56
$4.66M 0.44%
93,275
+775
57
$4.06M 0.38%
76,712
-965
58
$3.77M 0.35%
24,304
59
$3.73M 0.35%
158,369
-3,895
60
$3.71M 0.35%
24,940
-530
61
$3.14M 0.29%
139,691
-3,835
62
$3.09M 0.29%
52,000
+825
63
$2.88M 0.27%
57,397
+1,700
64
$2.49M 0.23%
110,690
-2,045
65
$2.32M 0.22%
22,360
66
$2.32M 0.22%
12,720
67
$2.21M 0.21%
104,639
-1,200
68
$2.02M 0.19%
26,900
69
$1.91M 0.18%
17,455
-535
70
$1.56M 0.15%
3,805
-1,437
71
$1.51M 0.14%
73,572
-2,350
72
$1.48M 0.14%
12,887
73
$1.35M 0.13%
64,111
-500
74
$1.25M 0.12%
12,741
-25
75
$1.23M 0.12%
60,527
-300
1 2
3
4 5