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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$79.8K
3
+$76.2K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
CVX icon
Chevron
CVX
+$55.2K

Top Sells

1
+$6.48M
2
+$5.2M
3
+$4.97M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.76M
5
FITB
Fifth Third Bancorp
FITB
+$4.7M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.03%
1,452
127
$158K 0.03%
11,263
128
$158K 0.03%
1,885
129
$150K 0.03%
1,917
130
$140K 0.03%
2,331
131
$137K 0.02%
1,164
132
$133K 0.02%
1,079
133
$132K 0.02%
1,539
+200
134
$130K 0.02%
3,536
135
$124K 0.02%
1,667
136
$116K 0.02%
2,050
137
$115K 0.02%
150
138
$113K 0.02%
1,600
139
$111K 0.02%
5,072
140
$111K 0.02%
2,500
141
$110K 0.02%
1,074
142
$109K 0.02%
2,010
143
$106K 0.02%
867
144
$104K 0.02%
889
145
$102K 0.02%
475
146
$96K 0.02%
982
+162
147
$91K 0.02%
1,000
148
– –
0
149
$87K 0.02%
3,128
150
$85K 0.02%
+16,000
4 5
6
7 8