AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$688K 0.04%
4,803
-100
102
$687K 0.04%
14,509
103
$676K 0.04%
8,500
-205,837
104
$668K 0.04%
9,616
105
$657K 0.04%
3,008
106
$642K 0.04%
2,805
107
$596K 0.04%
720
108
$588K 0.04%
12,998
-2,500
109
$571K 0.04%
5,500
110
$569K 0.04%
4,271
111
$557K 0.03%
7,607
112
$550K 0.03%
10,875
-29,525
113
$543K 0.03%
11,728
-506
114
$538K 0.03%
1,695
115
$491K 0.03%
1,382
116
$482K 0.03%
4,709
-460
117
$475K 0.03%
34,010
118
$464K 0.03%
3,100
+3,000
119
$435K 0.03%
18,500
120
$424K 0.03%
544
-76
121
$389K 0.02%
3,925
122
$363K 0.02%
1,325
123
$333K 0.02%
1,040
124
$317K 0.02%
648
125
$306K 0.02%
700
3 4
5
6 7