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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$100K 0.02%
600
152
$98K 0.02%
2,900
153
$97K 0.02%
1,339
154
$97K 0.02%
523
155
$94K 0.02%
1,118
156
$94K 0.02%
2,500
-156,429
157
$93K 0.02%
2,500
158
$93K 0.02%
3,354
-1,875
159
$92K 0.02%
1,800
160
$92K 0.02%
1,074
161
$88K 0.02%
750
162
$87K 0.02%
4,200
163
$85K 0.02%
+3,128
164
$84K 0.02%
2,000
165
$82K 0.02%
1,217
-54
166
$79K 0.02%
4,000
-700
167
$78K 0.02%
+10,176
168
$75K 0.01%
888
169
$74K 0.01%
764
170
$73K 0.01%
1,677
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171
$71K 0.01%
490
-64
172
$71K 0.01%
1,100
173
$71K 0.01%
+2,892
174
$71K 0.01%
1,348
175
$67K 0.01%
+3,628
5 6
7
8 9