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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.11%
3,867
-105
77
$1.18M 0.11%
51,007
78
$1.06M 0.1%
3,673
-1,952
79
$1.06M 0.1%
4,750
-250
80
$982K 0.09%
33,100
81
$977K 0.09%
7,495
82
$915K 0.09%
13,202
-296
83
$853K 0.08%
11,067
84
$842K 0.08%
3,010
85
$808K 0.08%
7,820
+40
86
$761K 0.07%
4,665
-300
87
$756K 0.07%
2,250
88
$734K 0.07%
3,208
89
$726K 0.07%
17,799
90
$718K 0.07%
1,738
91
$708K 0.07%
11,407
92
$642K 0.06%
4,900
93
$638K 0.06%
17,698
-2,450
94
$615K 0.06%
1,237
-20
95
$611K 0.06%
4,789
96
$599K 0.06%
15,609
97
$559K 0.05%
3,000
98
$544K 0.05%
2,000
99
$541K 0.05%
17,318
-492
100
$500K 0.05%
5,500
2 3
4
5 6