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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$211K 0.01%
373
152
$206K 0.01%
+3,000
153
$202K 0.01%
460
154
$201K 0.01%
400
155
$191K 0.01%
2,548
156
$190K 0.01%
2,399
157
$189K 0.01%
1,524
-146
158
$177K 0.01%
3,500
-6,975
159
$172K 0.01%
1,887
+87
160
$164K 0.01%
1,498
+160
161
$163K 0.01%
+764
162
$159K 0.01%
403
163
$155K 0.01%
496
-60
164
$153K 0.01%
667
-165
165
$149K 0.01%
1,650
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166
$142K 0.01%
900
-50
167
$138K 0.01%
2,750
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168
$136K 0.01%
2,460
169
$134K 0.01%
986
170
$131K 0.01%
1,917
171
$130K 0.01%
+9,568
172
$130K 0.01%
+7,000
173
$126K 0.01%
1,271
174
$124K 0.01%
234
+93
175
$120K 0.01%
2,680
5 6
7
8 9