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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$89K 0.01%
1,000
177
$88K 0.01%
3,300
+300
178
$88K 0.01%
613
179
$84K 0.01%
3,304
-1,250
180
$83K 0.01%
1,416
181
$82K 0.01%
1,800
182
$80K 0.01%
765
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183
$80K 0.01%
1,000
184
$74K 0.01%
801
185
$72K 0.01%
1,200
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186
$71K 0.01%
750
187
$70K 0.01%
775
-200
188
$69K 0.01%
2,000
189
$68K 0.01%
506
190
$67K 0.01%
502
+22
191
$67K 0.01%
2,350
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192
$65K 0.01%
700
193
$62K 0.01%
485
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194
$61K 0.01%
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195
$60K 0.01%
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196
$60K 0.01%
165
197
$58K 0.01%
317
198
$57K 0.01%
1,500
199
$57K 0.01%
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200
$57K 0.01%
750
-661
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