AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$52K 0.01%
2,125
-710
177
$51K 0.01%
1,100
178
$51K 0.01%
+5,000
179
$50K 0.01%
700
180
$48K 0.01%
2,000
181
$48K 0.01%
417
+41
182
$47K 0.01%
+1,878
183
$47K 0.01%
934
+450
184
$47K 0.01%
4,044
+4,000
185
$47K 0.01%
400
186
$46K 0.01%
1,355
187
$44K 0.01%
393
-393
188
$44K 0.01%
922
189
$43K 0.01%
300
190
$42K 0.01%
744
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191
$42K 0.01%
286
192
$41K 0.01%
500
193
$41K 0.01%
452
194
$41K 0.01%
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195
$38K 0.01%
682
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196
$38K 0.01%
524
197
$38K 0.01%
457
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198
$37K 0.01%
1,580
+1,330
199
$37K 0.01%
400
200
$37K 0.01%
1,050
6 7
8
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