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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.09%
48,007
-3,000
77
$1.36M 0.09%
4,425
-50
78
$1.24M 0.08%
4,200
+51
79
$1.17M 0.07%
24,360
-269,074
80
$1.17M 0.07%
23,710
-286,435
81
$1.13M 0.07%
10,729
82
$1.11M 0.07%
24,452
-352,697
83
$1.09M 0.07%
1,760
84
$1.02M 0.06%
22,625
-1,405
85
$1.01M 0.06%
3,660
+290
86
$1M 0.06%
33,100
87
$996K 0.06%
2,565
88
$969K 0.06%
9,445
+1,195
89
$956K 0.06%
7,081
90
$931K 0.06%
3,188
91
$923K 0.06%
2,175
92
$899K 0.06%
1,768
93
$871K 0.05%
4,782
+46
94
$847K 0.05%
4,546
95
$847K 0.05%
1,148
+33
96
$829K 0.05%
11,716
97
$795K 0.05%
4,994
-142
98
$777K 0.05%
2,555
+1,222
99
$735K 0.05%
3,364
-269
100
$729K 0.05%
+1
2 3
4
5 6