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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.04%
1,097
+1
102
$536K 0.04%
10,625
103
$527K 0.04%
3,280
-390
104
$486K 0.04%
7,707
-100
105
$483K 0.04%
5,500
106
$480K 0.04%
4,739
107
$479K 0.04%
12,052
-108
108
$475K 0.04%
3,363
-220
109
$473K 0.04%
4,298
-97
110
$461K 0.03%
509
111
$447K 0.03%
5,096
+532
112
$446K 0.03%
15,939
-350
113
$390K 0.03%
765
-60
114
$383K 0.03%
3,975
-50
115
$376K 0.03%
2,169
116
$372K 0.03%
8,323
-4,095
117
$371K 0.03%
18,500
118
$352K 0.03%
5,925
119
$348K 0.03%
1,300
120
$341K 0.03%
11,025
-173
121
$338K 0.03%
1,710
122
$337K 0.03%
800
123
$330K 0.03%
5,078
124
$315K 0.02%
3,778
125
$310K 0.02%
5,250
3 4
5
6 7