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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.05%
1,738
102
$501K 0.05%
5,069
103
$486K 0.05%
5,250
-44
104
$469K 0.05%
3,170
105
$446K 0.04%
4,740
-560
106
$417K 0.04%
3,841
+169
107
$414K 0.04%
2,707
-5
108
$405K 0.04%
13,021
-400
109
$402K 0.04%
8,250
-80
110
$399K 0.04%
1,779
+189
111
$394K 0.04%
21,000
112
$382K 0.04%
4,432
-2,462
113
$376K 0.04%
2,000
-50
114
$369K 0.04%
2,146
115
$339K 0.03%
16,000
-89,416
116
$318K 0.03%
4,000
-150
117
$306K 0.03%
7,800
-2,228
118
$289K 0.03%
5,700
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119
$287K 0.03%
5,616
120
$283K 0.03%
11,600
121
$282K 0.03%
549
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122
$277K 0.03%
964
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123
$277K 0.03%
18,240
+1,280
124
$277K 0.03%
5,300
125
$271K 0.03%
715
3 4
5
6 7