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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94K 0.01%
1,000
177
$84K 0.01%
1,000
178
$82K 0.01%
1,800
179
$81K 0.01%
700
180
$78K 0.01%
1,100
181
$77K 0.01%
3,304
182
$75K 0.01%
2,000
183
$75K 0.01%
912
-202
184
$75K 0.01%
1,416
185
$75K 0.01%
593
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186
$75K 0.01%
3,300
187
$70K 0.01%
1,600
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188
$69K 0.01%
1,000
189
$69K 0.01%
1,200
190
$68K 0.01%
750
191
$67K 0.01%
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192
$63K 0.01%
775
193
$61K 0.01%
485
194
$60K 0.01%
584
195
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317
196
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500
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197
$53K 0.01%
1,125
198
$50K 0.01%
1,050
199
$48K ﹤0.01%
1,100
200
$48K ﹤0.01%
3,200
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