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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.35M 0.48%
45,916
+212
52
$6.24M 0.47%
18,113
-70
53
$6.19M 0.47%
26,468
-137
54
$4.27M 0.32%
23,442
-200
55
$3.9M 0.3%
73,360
-314
56
$3.67M 0.28%
22,263
-72
57
$3.57M 0.27%
24,426
-350
58
$2.56M 0.19%
26,350
59
$2.43M 0.18%
48,300
-100
60
$2.43M 0.18%
74,300
-1,400
61
$2.24M 0.17%
13,593
62
$2.21M 0.17%
64,573
+5,160
63
$2.04M 0.15%
4,574
-452
64
$1.97M 0.15%
17,079
+122
65
$1.94M 0.15%
6,210
+47
66
$1.53M 0.12%
12,887
67
$1.48M 0.11%
12,017
+967
68
$1.48M 0.11%
3,644
-65
69
$1.44M 0.11%
7,120
-252
70
$1.41M 0.11%
7,319
-231
71
$1.34M 0.1%
13,349
-199
72
$1.34M 0.1%
51,007
73
$1.34M 0.1%
1,575
-129
74
$1.23M 0.09%
2,268
-214
75
$1.16M 0.09%
2,122
1 2
3
4 5