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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.02%
6,025
-325
127
$285K 0.02%
+5,691
128
$271K 0.02%
+6,635
129
$268K 0.02%
1,257
130
$268K 0.02%
2,434
-21
131
$264K 0.02%
1,111
-88
132
$253K 0.02%
4,900
133
$253K 0.02%
4,010
134
$251K 0.02%
3,300
135
$248K 0.02%
4,240
136
$230K 0.02%
700
-10
137
$221K 0.02%
1,400
-1,600
138
$219K 0.02%
4,808
-37
139
$217K 0.02%
5,090
140
$215K 0.02%
1,234
141
$209K 0.02%
392
-71
142
$207K 0.02%
+3,122
143
$206K 0.02%
700
144
$205K 0.02%
8,551
-400
145
$204K 0.02%
1,000
-6
146
$198K 0.02%
4,071
+306
147
$194K 0.01%
6,700
148
$194K 0.01%
857
-65
149
$189K 0.01%
2,399
150
$182K 0.01%
1,800
4 5
6
7 8