AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$13.7M
3
+$8.14M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
QCOM icon
Qualcomm
QCOM
+$4.87M

Top Sells

1
+$5.25M
2
+$4.39M
3
+$1.05M
4
XOM icon
Exxon Mobil
XOM
+$876K
5
CBSH icon
Commerce Bancshares
CBSH
+$466K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79K 0.01%
600
177
$77K 0.01%
1,800
178
$75K 0.01%
5,100
+100
179
$74K 0.01%
1,030
180
$74K 0.01%
764
181
$74K 0.01%
1,970
+1,570
182
$74K 0.01%
+2,000
183
$72K 0.01%
2,670
+1,900
184
$72K 0.01%
955
-45
185
$71K 0.01%
+2,300
186
$71K 0.01%
+3,800
187
$71K 0.01%
675
188
$68K 0.01%
991
-483
189
$66K 0.01%
1,000
190
$66K 0.01%
2,455
+1,700
191
$66K 0.01%
1,000
192
$64K 0.01%
4,000
193
$63K 0.01%
498
+133
194
$60K 0.01%
+2,195
195
$58K 0.01%
1,032
+500
196
$57K 0.01%
+1,348
197
$56K 0.01%
1,269
+745
198
$55K 0.01%
+850
199
$51K 0.01%
600
200
$50K 0.01%
1,150
-146
6 7
8
9 10