AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+6.81%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$551M
AUM Growth
-$2.71M
(-0.49%)
Cap. Flow
-$34.9M
Cap. Flow
% of AUM
-6.35%
Top 10 Holdings %
Top 10 Hldgs %
38.42%
Holding
337
New
25
Increased
30
Reduced
58
Closed
11
Top Buys
| 1 |
Biogen
BIIB
|
$219K |
| 2 |
Arista Networks
ANET
|
$85K |
| 3 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
$79.8K |
| 4 |
Amazon
AMZN
|
$65.4K |
| 5 |
Chevron
CVX
|
$55.7K |
Top Sells
Sector Composition
| 1 | Technology | 25.48% |
| 2 | Healthcare | 18.47% |
| 3 | Financials | 12.94% |
| 4 | Industrials | 6.92% |
| 5 | Consumer Discretionary | 4.87% |
