AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.53M 0.41%
17,816
-350
52
$5.59M 0.35%
94,269
-780
53
$5.56M 0.35%
43,131
54
$4.47M 0.28%
25,379
+360
55
$4.43M 0.28%
74,796
-23
56
$3.97M 0.25%
23,032
-2,013
57
$3.93M 0.25%
25,725
+1,616
58
$3.56M 0.22%
35,557
-209,468
59
$3.33M 0.21%
20,913
-1,550
60
$2.62M 0.16%
9,043
+94
61
$2.55M 0.16%
5,125
+161
62
$2.38M 0.15%
26,200
-150
63
$2.09M 0.13%
9,521
+251
64
$2.04M 0.13%
4,204
+281
65
$2.03M 0.13%
17,026
+196
66
$1.97M 0.12%
99,110
-1,029,781
67
$1.96M 0.12%
13,443
68
$1.87M 0.12%
12,887
69
$1.81M 0.11%
16,805
-74
70
$1.79M 0.11%
13,586
-507
71
$1.76M 0.11%
47,310
-757
72
$1.74M 0.11%
6,224
+27
73
$1.7M 0.11%
2,753
+54
74
$1.68M 0.1%
1,693
-61
75
$1.57M 0.1%
2,250
1 2
3
4 5