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
$637M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.96M
3
+$8.45M
4
DHI icon
D.R. Horton
DHI
+$8.31M
5
LHX icon
L3Harris
LHX
+$7.26M

Top Sells

1
+$10M
2
+$7.77M
3
+$3.96M
4
AAPL icon
Apple
AAPL
+$3.93M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$322K

Sector Composition

1 Technology 17.61%
2 Financials 13.83%
3 Healthcare 11.92%
4 Industrials 11.7%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.01%
700
202
$36K 0.01%
915
203
$35K 0.01%
990
+240
204
$34K 0.01%
400
205
$32K 0.01%
1,100
206
$31K ﹤0.01%
351
207
$30K ﹤0.01%
1,500
208
$27K ﹤0.01%
150
209
$26K ﹤0.01%
300
210
$26K ﹤0.01%
200
211
$26K ﹤0.01%
2,263
212
$25K ﹤0.01%
+40
213
$23K ﹤0.01%
175
214
$22K ﹤0.01%
720
215
$22K ﹤0.01%
+115
216
$22K ﹤0.01%
400
217
$22K ﹤0.01%
500
218
$21K ﹤0.01%
879
219
$21K ﹤0.01%
600
220
$20K ﹤0.01%
262
221
$20K ﹤0.01%
+150
222
$20K ﹤0.01%
914
+417
223
$20K ﹤0.01%
121
224
$19K ﹤0.01%
120
+20
225
$19K ﹤0.01%
333
7 8
9
10 11