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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$158K 0.02%
500
127
$158K 0.02%
1,703
128
$150K 0.02%
2,800
+300
129
$150K 0.02%
12,480
130
$149K 0.02%
959
+92
131
$144K 0.02%
+1,515
132
$143K 0.02%
4,742
133
$141K 0.02%
1,071
134
$135K 0.02%
620
+150
135
$135K 0.02%
2,000
136
$132K 0.02%
10,234
137
$131K 0.02%
6,362
138
$127K 0.02%
+1,000
139
$126K 0.02%
1,164
140
$124K 0.02%
497
+88
141
$121K 0.02%
1,490
142
$118K 0.02%
2,372
143
$112K 0.02%
1,500
144
$112K 0.02%
2,063
145
$112K 0.02%
1,432
146
$111K 0.02%
8,800
147
$111K 0.02%
2,594
148
$109K 0.02%
1,348
149
$109K 0.02%
775
150
$108K 0.02%
+4,100
4 5
6
7 8