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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$191K 0.04%
2,325
127
$186K 0.04%
6,900
+784
128
$185K 0.03%
+9,113
129
$182K 0.03%
1,950
130
$182K 0.03%
3,550
131
$181K 0.03%
1,654
+313
132
$181K 0.03%
5,676
133
$175K 0.03%
1,965
+1,217
134
$173K 0.03%
1,636
135
$172K 0.03%
+3,900
136
$169K 0.03%
+2,000
137
$168K 0.03%
1,467
+600
138
$165K 0.03%
2,233
-370
139
$157K 0.03%
5,300
140
$157K 0.03%
3,459
+1,859
141
$154K 0.03%
1,148
+10
142
$153K 0.03%
300
143
$152K 0.03%
4,250
-26,465
144
$152K 0.03%
1,800
145
$149K 0.03%
1,379
146
$145K 0.03%
2,100
147
$143K 0.03%
2,900
148
$135K 0.03%
2,515
+561
149
$133K 0.03%
1,183
150
$130K 0.02%
4,200
4 5
6
7 8