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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$146K 0.01%
748
152
$131K 0.01%
2,940
153
$130K 0.01%
617
-100
154
$128K 0.01%
1,380
155
$128K 0.01%
395
156
$127K 0.01%
4,500
157
$127K 0.01%
10,480
-7,760
158
$125K 0.01%
867
159
$125K 0.01%
1,636
160
$123K 0.01%
1,432
161
$119K 0.01%
4,742
162
$108K 0.01%
2,460
163
$107K 0.01%
2,400
164
$106K 0.01%
1,090
165
$104K 0.01%
1,268
166
$101K 0.01%
5,395
-6,450
167
$101K 0.01%
700
168
$100K 0.01%
2,725
169
$99K 0.01%
715
170
$97K 0.01%
1,200
171
$97K 0.01%
453
-190
172
$97K 0.01%
5,525
173
$96K 0.01%
1,442
174
$96K 0.01%
5,000
175
$94K 0.01%
551
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7
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