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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$118K 0.01%
+4,000
177
$116K 0.01%
1,068
-200
178
$115K 0.01%
1,743
179
$115K 0.01%
+472
180
$113K 0.01%
1,090
181
$112K 0.01%
1,258
+146
182
$112K 0.01%
1,779
+1,591
183
$111K 0.01%
408
184
$106K 0.01%
1,706
185
$104K 0.01%
1,507
+239
186
$104K 0.01%
385
187
$102K 0.01%
193
188
$102K 0.01%
6,362
189
$100K 0.01%
575
+485
190
$99.5K 0.01%
+2,040
191
$99.4K 0.01%
1,337
-250,289
192
$98.4K 0.01%
300
193
$95.5K 0.01%
+1,327
194
$95.1K 0.01%
175
195
$93.1K 0.01%
1,607
196
$90.9K 0.01%
860
+360
197
$90.6K 0.01%
2,130
198
$89.9K 0.01%
200
199
$88.5K 0.01%
1,803
200
$88.3K 0.01%
1,183
+83
6 7
8
9 10