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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$814K 0.15%
9,312
+1,397
77
$775K 0.15%
12,392
+8,392
78
$770K 0.15%
15,046
+50
79
$751K 0.14%
8,578
+2,078
80
$719K 0.14%
5,207
+500
81
$719K 0.14%
12,134
+3,134
82
$674K 0.13%
12,800
+1,600
83
$645K 0.12%
14,587
84
$627K 0.12%
12,084
+816
85
$602K 0.11%
14,119
+9,981
86
$585K 0.11%
4,535
+1,930
87
$577K 0.11%
14,000
+3,500
88
$558K 0.11%
+5,600
89
$540K 0.1%
5,699
+3,100
90
$517K 0.1%
22,036
+10,036
91
$514K 0.1%
4,500
92
$500K 0.09%
12,400
+5,500
93
$490K 0.09%
5,400
94
$478K 0.09%
8,458
+3,859
95
$470K 0.09%
6,658
+79
96
$445K 0.08%
9,010
+250
97
$436K 0.08%
6,950
+6,500
98
$411K 0.08%
4,153
+285
99
$391K 0.07%
6,487
+6,012
100
$324K 0.06%
6,214
2 3
4
5 6