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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.11%
34,700
+2,000
77
$696K 0.11%
6,564
+79
78
$614K 0.1%
40,600
79
$592K 0.09%
2,800
80
$565K 0.09%
10,787
-100
81
$526K 0.08%
13,600
82
$503K 0.08%
10,400
83
$480K 0.08%
10,857
84
$465K 0.07%
8,226
+226
85
$455K 0.07%
15,048
86
$440K 0.07%
5,500
-150
87
$428K 0.07%
2,588
+88
88
$404K 0.06%
15,000
89
$358K 0.06%
12,462
+884
90
$353K 0.06%
6,825
-100
91
$351K 0.06%
11,631
92
$350K 0.06%
4,825
+75
93
$350K 0.06%
4,800
+200
94
$343K 0.05%
2,660
95
$336K 0.05%
2,854
96
$321K 0.05%
4,750
97
$320K 0.05%
6,894
98
$313K 0.05%
2,700
99
$308K 0.05%
5,185
+185
100
$292K 0.05%
2,250
2 3
4
5 6