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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.34M
3
+$9.3M
4
UNFI icon
United Natural Foods
UNFI
+$9.22M
5
AMGN icon
Amgen
AMGN
+$5.68M

Top Sells

1
+$8.97M
2
+$4.79M
3
+$4.72M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.74M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$149K 0.01%
2,000
152
$148K 0.01%
1,380
-33
153
$143K 0.01%
2,940
154
$139K 0.01%
2,400
155
$136K 0.01%
1,432
156
$134K 0.01%
4,742
157
$133K 0.01%
867
-32
158
$128K 0.01%
395
-5
159
$123K 0.01%
1,636
-40
160
$112K 0.01%
1,090
161
$108K 0.01%
1,200
162
$106K 0.01%
1,114
+202
163
$106K 0.01%
2,725
164
$105K 0.01%
4,500
-700
165
$104K 0.01%
1,268
166
$103K 0.01%
5,525
167
$102K 0.01%
2,460
168
$102K 0.01%
5,000
169
$101K 0.01%
1,442
170
$99K 0.01%
1,100
171
$94K 0.01%
715
-20
172
$91K 0.01%
1,000
173
$91K 0.01%
460
174
$91K 0.01%
700
+500
175
$90K 0.01%
551
-49
5 6
7
8 9