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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K 0.01%
400
202
$57K 0.01%
1,100
203
$56K 0.01%
285
-70
204
$55K 0.01%
1,021
-308
205
$52K 0.01%
584
-15
206
$52K 0.01%
3,200
207
$51K 0.01%
305
208
$51K 0.01%
555
-282
209
$50K ﹤0.01%
379
210
$50K ﹤0.01%
1,050
211
$47K ﹤0.01%
+1,869
212
$47K ﹤0.01%
1,125
-375
213
$47K ﹤0.01%
+169
214
$46K ﹤0.01%
200
215
$46K ﹤0.01%
400
216
$45K ﹤0.01%
230
-100
217
$45K ﹤0.01%
900
-850
218
$45K ﹤0.01%
18,241
-4,241
219
$44K ﹤0.01%
1,055
220
$43K ﹤0.01%
655
-26
221
$42K ﹤0.01%
393
222
$42K ﹤0.01%
650
+300
223
$42K ﹤0.01%
1,425
224
$42K ﹤0.01%
248
225
$41K ﹤0.01%
3,110
7 8
9
10 11