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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$301K 0.02%
+5,844
127
$301K 0.02%
2,434
128
$294K 0.02%
1,092
129
$293K 0.02%
1,257
130
$282K 0.02%
4,808
131
$281K 0.02%
4,530
132
$279K 0.02%
1,362
133
$277K 0.02%
8,931
+2,231
134
$277K 0.02%
502
135
$276K 0.02%
6,635
136
$271K 0.02%
660
137
$263K 0.02%
1,000
138
$261K 0.02%
5,078
139
$253K 0.02%
3,156
+231
140
$250K 0.02%
3,300
141
$245K 0.02%
1,569
142
$243K 0.02%
944
+375
143
$241K 0.02%
9,929
-610
144
$240K 0.02%
1,234
145
$227K 0.01%
446
146
$226K 0.01%
1,145
-235
147
$223K 0.01%
4,623
-167
148
$222K 0.01%
374
149
$222K 0.01%
1,878
150
$211K 0.01%
2,313
+2,000
4 5
6
7 8