AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-5.09%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$512M
AUM Growth
-$44M
(-7.9%)
Cap. Flow
-$8.29M
Cap. Flow
% of AUM
-1.62%
Top 10 Holdings %
Top 10 Hldgs %
31%
Holding
478
New
101
Increased
56
Reduced
83
Closed
42
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$9.66M |
| 2 |
Expro
XPRO
|
+$7.21M |
| 3 |
CDW
CDW
|
+$5.23M |
| 4 |
Aptiv
APTV
|
+$5.07M |
| 5 |
Apple
AAPL
|
+$4.66M |
Top Sells
| 1 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$35.5M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$9.34M |
| 3 |
NOV
NOV
|
+$5.88M |
| 4 |
Johnson & Johnson
JNJ
|
+$1.92M |
| 5 |
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% |
