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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$249K 0.02%
3,300
127
$247K 0.02%
1,290
128
$245K 0.02%
800
129
$241K 0.02%
1,135
130
$233K 0.02%
4,490
-15,080
131
$232K 0.02%
2,000
132
$230K 0.02%
5,840
133
$229K 0.02%
1,164
134
$229K 0.02%
2,290
-1,000
135
$226K 0.02%
+8,420
136
$222K 0.02%
2,371
137
$217K 0.02%
3,763
-669
138
$217K 0.02%
+3,315
139
$215K 0.02%
4,808
140
$189K 0.02%
4,500
141
$189K 0.02%
2,940
142
$188K 0.02%
2,400
-300
143
$188K 0.02%
1,234
144
$188K 0.02%
4,000
145
$178K 0.02%
1,695
-1,940
146
$178K 0.02%
2,594
147
$174K 0.02%
6,362
148
$174K 0.02%
6,700
-2,400
149
$172K 0.02%
4,595
+1,870
150
$171K 0.02%
1,558
4 5
6
7 8