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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$580K 0.06%
1,738
102
$578K 0.06%
1,223
-305
103
$545K 0.05%
2,250
104
$541K 0.05%
4,789
-100
105
$532K 0.05%
24,218
-9,525
106
$526K 0.05%
3,208
107
$501K 0.05%
5,250
108
$475K 0.05%
5,500
109
$450K 0.04%
1,695
-84
110
$443K 0.04%
3,000
-170
111
$434K 0.04%
2,707
112
$421K 0.04%
5,069
113
$421K 0.04%
21,000
114
$411K 0.04%
4,740
115
$393K 0.04%
13,021
116
$380K 0.04%
2,000
117
$374K 0.04%
4,432
118
$363K 0.04%
8,250
119
$356K 0.04%
16,275
-13,875
120
$354K 0.04%
3,656
-185
121
$318K 0.03%
2,146
122
$314K 0.03%
7,800
123
$298K 0.03%
14,075
-1,925
124
$293K 0.03%
4,000
125
$277K 0.03%
549
3 4
5
6 7