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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$168K 0.02%
1,290
-6,520
152
$165K 0.02%
4,742
153
$157K 0.01%
700
154
$155K 0.01%
3,100
+1,500
155
$154K 0.01%
5,725
-36,830
156
$151K 0.01%
748
157
$144K 0.01%
867
158
$140K 0.01%
1,636
159
$139K 0.01%
2,079
160
$139K 0.01%
+2,140
161
$137K 0.01%
1,432
162
$136K 0.01%
395
163
$133K 0.01%
1,380
164
$129K 0.01%
700
165
$122K 0.01%
5,525
166
$122K 0.01%
1,800
167
$117K 0.01%
1,090
168
$114K 0.01%
1,268
169
$113K 0.01%
1,000
170
$113K 0.01%
640
-75
171
$111K 0.01%
1,442
172
$110K 0.01%
2,400
173
$110K 0.01%
2,460
174
$108K 0.01%
5,000
175
$105K 0.01%
551
5 6
7
8 9