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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.01%
1,200
177
$103K 0.01%
5,395
178
$92.9K 0.01%
961
+867
179
$92.8K 0.01%
1,100
180
$92.6K 0.01%
453
181
$89.2K 0.01%
2,350
182
$84.8K 0.01%
2,000
183
$77.8K 0.01%
2,000
-2,500
184
$77.2K 0.01%
500
185
$77.2K 0.01%
317
186
$76.8K 0.01%
500
-1,000
187
$76.7K 0.01%
1,200
188
$75.5K 0.01%
912
189
$74.1K 0.01%
750
190
$72K 0.01%
498
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191
$71.7K 0.01%
485
192
$68.9K 0.01%
2,535
-31,285
193
$68.2K 0.01%
192
194
$66.3K 0.01%
668
195
$63.7K 0.01%
1,125
196
$63.6K 0.01%
165
197
$62.5K 0.01%
775
198
$60.3K 0.01%
1,100
199
$60.2K 0.01%
439
200
$59K 0.01%
555
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