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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$176K 0.01%
648
152
$172K 0.01%
460
153
$159K 0.01%
1,606
154
$159K 0.01%
604
-150
155
$154K 0.01%
+1,546
156
$153K 0.01%
400
-3
157
$151K 0.01%
7,100
158
$151K 0.01%
2,079
159
$149K 0.01%
1,000
160
$146K 0.01%
1,075
161
$144K 0.01%
1,388
-147
162
$144K 0.01%
556
163
$143K 0.01%
1,338
+46
164
$141K 0.01%
6,362
165
$141K 0.01%
6,150
166
$135K 0.01%
1,348
167
$132K 0.01%
1,268
168
$124K 0.01%
1,271
169
$120K 0.01%
+1,917
170
$119K 0.01%
5,250
171
$114K 0.01%
1,090
172
$111K 0.01%
3,742
173
$110K 0.01%
555
-600
174
$108K 0.01%
1,100
175
$103K 0.01%
+1,743
5 6
7
8 9