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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$129K 0.02%
1,700
+400
152
$129K 0.02%
12,780
153
$124K 0.02%
1,800
+200
154
$124K 0.02%
1,100
155
$121K 0.02%
1,859
-141
156
$120K 0.02%
2,500
157
$117K 0.02%
1,150
-100
158
$116K 0.02%
2,306
-1,126
159
$114K 0.02%
1,800
160
$114K 0.02%
4,015
-5,600
161
$113K 0.02%
4,125
+3,225
162
$112K 0.02%
2,156
163
$111K 0.02%
3,233
+708
164
$109K 0.02%
1,112
+741
165
$109K 0.02%
1,500
166
$105K 0.02%
1,242
167
$102K 0.02%
523
+48
168
$100K 0.02%
1,425
-288
169
$100K 0.02%
1,270
+200
170
$99K 0.02%
7,550
+5,000
171
$99K 0.02%
1,783
172
$91K 0.02%
1,189
+1,000
173
$89K 0.02%
1,100
174
$89K 0.02%
1,271
175
$85K 0.02%
2,600
5 6
7
8 9