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

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

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%
2,725
163
$106K 0.01%
1,114
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164
$105K 0.01%
4,500
-700
165
$104K 0.01%
1,268
166
$103K 0.01%
5,525
167
$102K 0.01%
5,000
168
$102K 0.01%
2,460
169
$101K 0.01%
1,442
170
$99K 0.01%
1,100
171
$94K 0.01%
715
-20
172
$91K 0.01%
460
173
$91K 0.01%
700
+500
174
$91K 0.01%
1,000
175
$90K 0.01%
551
-49
5 6
7
8 9