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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$207K
2
+$79.8K
3
+$76.2K
4
AMZN icon
Amazon
AMZN
+$59.7K
5
CVX icon
Chevron
CVX
+$55.2K

Top Sells

1
+$6.48M
2
+$5.2M
3
+$4.97M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.76M
5
FITB
Fifth Third Bancorp
FITB
+$4.7M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85K 0.02%
1,685
152
$83K 0.02%
2,705
+499
153
$79K 0.01%
475
154
$79K 0.01%
517
+27
155
$74K 0.01%
1,100
156
$74K 0.01%
3,464
157
$74K 0.01%
868
158
$74K 0.01%
2,892
159
$72K 0.01%
600
160
$69K 0.01%
1,425
161
$69K 0.01%
1,508
162
$68K 0.01%
1,607
163
$68K 0.01%
1,148
164
$61K 0.01%
763
+301
165
$55K 0.01%
2,361
166
$55K 0.01%
684
167
$55K 0.01%
400
168
$53K 0.01%
2,500
-2,250
169
$51K 0.01%
150
170
$50K 0.01%
765
171
$50K 0.01%
1,500
-1,500
172
$47K 0.01%
1,120
-390
173
$46K 0.01%
613
+81
174
$46K 0.01%
1,168
175
$46K 0.01%
922
5 6
7
8 9