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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$339K 0.07%
15,925
+1,600
102
$338K 0.07%
4,179
103
$334K 0.07%
3,054
104
$299K 0.06%
12,000
105
$299K 0.06%
3,034
-323
106
$279K 0.05%
6,372
-8,000
107
$271K 0.05%
2,647
+150
108
$266K 0.05%
21,957
109
$259K 0.05%
5,859
+102
110
$256K 0.05%
6,318
111
$252K 0.05%
2,175
112
$248K 0.05%
6,412
113
$234K 0.05%
3,500
114
$232K 0.05%
4,142
115
$219K 0.04%
2,250
-2,250
116
$217K 0.04%
300
117
$215K 0.04%
1,811
118
$204K 0.04%
13,082
-128
119
$203K 0.04%
3,105
120
$200K 0.04%
4,963
-211
121
$196K 0.04%
2,377
122
$190K 0.04%
10,780
123
$189K 0.04%
5,300
124
$182K 0.04%
+3,408
125
$177K 0.03%
2,226
3 4
5
6 7