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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$42K 0.01%
+394
202
$42K 0.01%
585
203
$42K 0.01%
1,709
-1,575
204
$42K 0.01%
864
+588
205
$42K 0.01%
+4,500
206
$39K 0.01%
1,000
207
$39K 0.01%
1,000
208
$39K 0.01%
1,560
209
$39K 0.01%
+400
210
$38K 0.01%
800
211
$37K 0.01%
402
212
$37K 0.01%
+790
213
$37K 0.01%
+515
214
$36K 0.01%
532
215
$36K 0.01%
1,000
216
$35K 0.01%
400
217
$34K 0.01%
624
-128
218
$34K 0.01%
552
+132
219
$33K 0.01%
+1,170
220
$32K 0.01%
445
-222
221
$32K 0.01%
263
222
$32K 0.01%
1,500
223
$32K 0.01%
1,844
224
$30K 0.01%
825
+346
225
$30K 0.01%
479
7 8
9
10 11