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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50K 0.01%
612
202
$49K 0.01%
+2,350
203
$48K 0.01%
380
204
$48K 0.01%
+918
205
$48K 0.01%
1,575
206
$48K 0.01%
+1,875
207
$47K 0.01%
1,365
+567
208
$46K 0.01%
5,000
209
$46K 0.01%
800
-80
210
$44K 0.01%
570
+68
211
$44K 0.01%
388
212
$42K 0.01%
530
213
$42K 0.01%
615
214
$41K 0.01%
775
215
$41K 0.01%
+500
216
$39K 0.01%
1,000
217
$39K 0.01%
1,560
218
$38K 0.01%
700
219
$37K 0.01%
400
220
$36K 0.01%
710
221
$35K 0.01%
800
222
$35K 0.01%
750
+450
223
$33K 0.01%
1,119
224
$32K 0.01%
930
-570
225
$32K 0.01%
+263
7 8
9
10 11