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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.06%
+8,000
102
$310K 0.06%
3,054
+1,554
103
$302K 0.06%
5,222
+463
104
$271K 0.05%
3,618
105
$263K 0.05%
5,560
+2,297
106
$260K 0.05%
19,694
-2,263
107
$250K 0.05%
9,411
+1,744
108
$247K 0.05%
2,399
-42,141
109
$242K 0.05%
10,780
110
$234K 0.04%
2,154
+1,068
111
$234K 0.04%
5,600
+4,339
112
$231K 0.04%
11,500
113
$227K 0.04%
1,888
+1,500
114
$227K 0.04%
10,000
-259
115
$225K 0.04%
8,629
-17,394
116
$222K 0.04%
+6,318
117
$221K 0.04%
10,865
+2,315
118
$218K 0.04%
4,707
+632
119
$215K 0.04%
12,332
+4,782
120
$215K 0.04%
1,811
+598
121
$214K 0.04%
4,950
122
$211K 0.04%
5,102
+102
123
$211K 0.04%
2,000
-60
124
$210K 0.04%
5,056
+300
125
$207K 0.04%
1
3 4
5
6 7