AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+1.14%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$529M
AUM Growth
+$155M
(+41%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
29.52%
Top 10 Holdings %
Top 10 Hldgs %
36.75%
Holding
409
New
74
Increased
141
Reduced
28
Closed
26
Top Buys
| 1 |
Lockheed Martin
LMT
|
+$15.5M |
| 2 |
VQT
iPath S&P VEQTOR ETN
VQT
|
+$13.6M |
| 3 |
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
|
+$8.07M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.06M |
| 5 |
Gilead Sciences
GILD
|
+$4.89M |
Top Sells
| 1 |
Highwoods Properties
HIW
|
+$4.89M |
| 2 |
Kimberly-Clark
KMB
|
+$4.34M |
| 3 |
BP
BP
|
+$947K |
| 4 |
Exxon Mobil
XOM
|
+$827K |
| 5 |
Commerce Bancshares
CBSH
|
+$454K |
Sector Composition
| 1 | Technology | 17.62% |
| 2 | Healthcare | 14.2% |
| 3 | Financials | 8.48% |
| 4 | Energy | 5.2% |
| 5 | Industrials | 4.63% |
