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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$262K 0.03%
5,300
127
$261K 0.03%
7,350
128
$258K 0.03%
5,616
129
$256K 0.03%
715
130
$249K 0.02%
922
-42
131
$247K 0.02%
3,300
132
$246K 0.02%
4,000
133
$244K 0.02%
3,825
134
$233K 0.02%
1,300
135
$216K 0.02%
2,290
-157
136
$216K 0.02%
9,100
-2,500
137
$215K 0.02%
1,290
138
$205K 0.02%
1,164
139
$196K 0.02%
2,371
140
$194K 0.02%
800
141
$194K 0.02%
4,808
142
$171K 0.02%
4,500
-1,200
143
$168K 0.02%
2,700
-678
144
$167K 0.02%
4,000
145
$161K 0.02%
2,000
146
$159K 0.02%
218,241
+200,000
147
$158K 0.02%
1,558
148
$157K 0.02%
6,362
149
$157K 0.02%
2,594
150
$154K 0.02%
1,135
-89
4 5
6
7 8