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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$782K 0.15%
14,550
77
$729K 0.14%
14,026
-256
78
$694K 0.14%
9,440
-3,700
79
$671K 0.13%
14,087
80
$636K 0.12%
24,747
-1,657
81
$619K 0.12%
12,800
82
$618K 0.12%
6,844
-67
83
$614K 0.12%
7,783
-2,364
84
$611K 0.12%
8,237
-341
85
$582K 0.11%
7,000
86
$562K 0.11%
5,600
87
$557K 0.11%
22,836
88
$555K 0.11%
7,050
89
$547K 0.11%
12,392
90
$515K 0.1%
6,312
+4,312
91
$512K 0.1%
3,926
-128
92
$477K 0.09%
11,898
-512
93
$434K 0.08%
4,260
-275
94
$430K 0.08%
15,972
+688
95
$405K 0.08%
8,595
96
$385K 0.08%
6,311
97
$362K 0.07%
15,000
98
$357K 0.07%
20,920
-385
99
$353K 0.07%
6,214
100
$348K 0.07%
1,818
+1,779
2 3
4
5 6