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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$167K 0.03%
2,250
127
$161K 0.03%
1,467
128
$157K 0.03%
2,000
129
$156K 0.03%
6,080
+1,480
130
$155K 0.03%
1,748
-406
131
$155K 0.03%
5,676
132
$153K 0.03%
5,372
-65
133
$151K 0.03%
1,379
134
$150K 0.03%
8,621
-1
135
$145K 0.03%
1,616
+168
136
$144K 0.03%
2,300
137
$144K 0.03%
5,072
-868
138
$141K 0.03%
4,300
-2,000
139
$140K 0.03%
1,636
140
$139K 0.03%
3,459
141
$125K 0.02%
12,780
-600
142
$122K 0.02%
2,331
143
$121K 0.02%
1,045
+995
144
$118K 0.02%
1,105
-223
145
$117K 0.02%
1,667
-66
146
$114K 0.02%
2,010
147
$110K 0.02%
2,865
148
$108K 0.02%
4,750
+2,750
149
$108K 0.02%
1,800
150
$105K 0.02%
947
+35
4 5
6
7 8