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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.09%
2,250
-2
77
$1.11M 0.08%
3,340
-18
78
$1.07M 0.08%
4,475
-50
79
$1.04M 0.08%
33,100
80
$961K 0.07%
4,823
81
$919K 0.07%
8,316
82
$916K 0.07%
5,299
83
$851K 0.06%
2,334
-150
84
$841K 0.06%
7,081
85
$816K 0.06%
3,203
86
$809K 0.06%
3,008
87
$767K 0.06%
12,875
-100
88
$767K 0.06%
4,903
-100
89
$756K 0.06%
11,882
-150
90
$739K 0.06%
8,250
91
$729K 0.06%
14,427
-275
92
$711K 0.05%
1,500
93
$702K 0.05%
4,513
-50
94
$681K 0.05%
9,616
-187
95
$673K 0.05%
16,948
-814
96
$661K 0.05%
1,768
97
$639K 0.05%
13,160
-2,925
98
$627K 0.05%
14,109
-400
99
$578K 0.04%
2,707
100
$554K 0.04%
13,328
2 3
4
5 6