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

Top Buys

1
+$11.1M
2
+$9.34M
3
+$9.3M
4
UNFI icon
United Natural Foods
UNFI
+$9.22M
5
AMGN icon
Amgen
AMGN
+$5.68M

Top Sells

1
+$8.97M
2
+$4.79M
3
+$4.72M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.8M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.74M

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%
613
178
$88K 0.01%
3,300
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179
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3,304
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180
$83K 0.01%
1,416
181
$82K 0.01%
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182
$80K 0.01%
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183
$80K 0.01%
765
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184
$74K 0.01%
801
185
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186
$71K 0.01%
750
187
$70K 0.01%
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188
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189
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506
190
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192
$65K 0.01%
700
193
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195
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196
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197
$58K 0.01%
317
198
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400
199
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750
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200
$57K 0.01%
1,500
6 7
8
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