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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.16%
67,435
+30
77
$1.57M 0.16%
17,990
78
$1.55M 0.15%
14,780
+15
79
$1.45M 0.14%
12,887
80
$1.44M 0.14%
72,227
-76,412
81
$1.38M 0.14%
3,862
+26
82
$1.38M 0.14%
51,007
-1,500
83
$1.31M 0.13%
5,625
84
$1.13M 0.11%
5,000
85
$1.12M 0.11%
4,182
-500
86
$1.04M 0.1%
12,766
87
$959K 0.1%
13,496
88
$902K 0.09%
7,980
-2,400
89
$868K 0.09%
11,067
-1,094
90
$823K 0.08%
33,100
91
$812K 0.08%
20,148
-575
92
$783K 0.08%
7,494
-89
93
$779K 0.08%
17,799
94
$695K 0.07%
3,010
95
$693K 0.07%
4,823
-100
96
$677K 0.07%
15,609
97
$662K 0.07%
10,832
98
$639K 0.06%
11,407
-352
99
$635K 0.06%
20,060
-7,372
100
$582K 0.06%
4,900
2 3
4
5 6