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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$107K 0.02%
1,558
152
$102K 0.02%
5,940
153
$96K 0.02%
6,700
154
$93K 0.01%
5,200
155
$87K 0.01%
1,200
156
$86K 0.01%
1,636
157
$86K 0.01%
5,200
+5,000
158
$84K 0.01%
265
+115
159
$81K 0.01%
4,400
+1,400
160
$79K 0.01%
1,100
161
$75K 0.01%
868
162
$75K 0.01%
468
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163
$75K 0.01%
1,811
164
$71K 0.01%
845
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165
$69K 0.01%
2,460
166
$69K 0.01%
1,500
167
$68K 0.01%
735
-65
168
$65K 0.01%
560
169
$63K 0.01%
2,550
170
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1,000
171
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2,500
172
$57K 0.01%
912
173
$57K 0.01%
+1,695
174
$56K 0.01%
1,030
-65
175
$53K 0.01%
+8,000
5 6
7
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