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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$270K 0.03%
2,700
-4,000
127
$270K 0.03%
3,825
-300
128
$262K 0.03%
7,350
-1,675
129
$248K 0.02%
3,300
130
$245K 0.02%
1,300
-50
131
$236K 0.02%
4,000
132
$234K 0.02%
1,164
133
$231K 0.02%
2,447
-441
134
$228K 0.02%
11,845
+4,400
135
$224K 0.02%
1,290
-140
136
$218K 0.02%
800
-200
137
$211K 0.02%
2,371
138
$201K 0.02%
4,808
-350
139
$197K 0.02%
1,224
+89
140
$189K 0.02%
3,378
141
$184K 0.02%
4,000
142
$178K 0.02%
+514
143
$177K 0.02%
4,512
144
$167K 0.02%
6,362
145
$166K 0.02%
747
+727
146
$164K 0.02%
1,558
147
$164K 0.02%
643
-250
148
$160K 0.02%
748
+41
149
$158K 0.02%
2,594
150
$157K 0.02%
717
4 5
6
7 8