AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+3.89%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$375M
AUM Growth
-$52.6M
(-12%)
Cap. Flow
-$69.5M
Cap. Flow
% of AUM
-18.53%
Top 10 Holdings %
Top 10 Hldgs %
35.19%
Holding
349
New
233
Increased
14
Reduced
81
Closed
14
Top Buys
Top Sells
| 1 |
Lockheed Martin
LMT
|
$13.7M |
| 2 |
VQT
iPath S&P VEQTOR ETN
VQT
|
$13.5M |
| 3 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$9.63M |
| 4 |
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
|
$8.62M |
| 5 |
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
|
$7.81M |
Sector Composition
| 1 | Technology | 17.3% |
| 2 | Healthcare | 13.77% |
| 3 | Financials | 9.32% |
| 4 | Energy | 6.66% |
| 5 | Consumer Staples | 4.11% |
