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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$66K 0.01%
1,783
177
$65K 0.01%
485
-265,010
178
$64K 0.01%
3,840
179
$64K 0.01%
+3,464
180
$64K 0.01%
1,106
+319
181
$63K 0.01%
+4,606
182
$62K 0.01%
+930
183
$62K 0.01%
1,000
184
$60K 0.01%
+629
185
$59K 0.01%
1,425
186
$55K 0.01%
793
+231
187
$55K 0.01%
+6,655
188
$54K 0.01%
654
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189
$53K 0.01%
769
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190
$51K 0.01%
1,226
-104
191
$49K 0.01%
600
192
$49K 0.01%
+1,450
193
$48K 0.01%
365
-261
194
$47K 0.01%
612
195
$46K 0.01%
428
+40
196
$46K 0.01%
+2,335
197
$44K 0.01%
615
198
$44K 0.01%
1,500
199
$43K 0.01%
393
-35
200
$42K 0.01%
1,000
6 7
8
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