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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.01%
3,275
177
$101K 0.01%
+211
178
$101K 0.01%
2,460
179
$98.7K 0.01%
395
180
$98.1K 0.01%
750
-14
181
$97.7K 0.01%
380
-119
182
$95.4K 0.01%
750
-550
183
$94.3K 0.01%
460
-565
184
$94K 0.01%
572
+214
185
$93.1K 0.01%
+1,112
186
$92.8K 0.01%
167
+3
187
$92.5K 0.01%
546
188
$91.8K 0.01%
803
-274
189
$91.8K 0.01%
1,607
190
$90.5K 0.01%
569
-144
191
$90.4K 0.01%
730
192
$88.4K 0.01%
+1,706
193
$88.1K 0.01%
453
194
$84.8K 0.01%
2,350
195
$84.5K 0.01%
658
196
$84.4K 0.01%
+2,726
197
$84.2K 0.01%
912
198
$83.5K 0.01%
2,400
199
$82.9K 0.01%
581
+181
200
$82.1K 0.01%
539
-100
6 7
8
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