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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.11%
10,380
+1,200
77
$1.05M 0.1%
5,000
-500
78
$1.04M 0.1%
13,496
79
$954K 0.09%
20,723
-2,825
80
$942K 0.09%
12,161
+52
81
$933K 0.09%
17,799
-1,490
82
$903K 0.09%
21,582
-500
83
$902K 0.09%
27,432
-264,963
84
$882K 0.09%
33,100
-7,500
85
$869K 0.08%
17,435
-350
86
$854K 0.08%
7,583
-178
87
$757K 0.07%
10,832
-74
88
$744K 0.07%
33,743
-157,024
89
$743K 0.07%
3,010
-123
90
$740K 0.07%
11,759
91
$732K 0.07%
1,528
+53
92
$713K 0.07%
4,923
+130
93
$711K 0.07%
11,975
-200
94
$692K 0.07%
4,900
-350
95
$670K 0.07%
30,150
+825
96
$648K 0.06%
15,609
97
$625K 0.06%
4,889
+100
98
$573K 0.06%
3,208
-75
99
$554K 0.05%
2,250
100
$528K 0.05%
5,500
2 3
4
5 6