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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48K ﹤0.01%
555
202
$47K ﹤0.01%
1,629
-240
203
$47K ﹤0.01%
400
204
$47K ﹤0.01%
1,500
205
$45K ﹤0.01%
165
206
$42K ﹤0.01%
230
207
$42K ﹤0.01%
1,425
208
$42K ﹤0.01%
400
209
$39K ﹤0.01%
679
-342
210
$39K ﹤0.01%
655
211
$38K ﹤0.01%
200
212
$38K ﹤0.01%
3,500
213
$38K ﹤0.01%
450
-200
214
$38K ﹤0.01%
248
215
$37K ﹤0.01%
400
216
$37K ﹤0.01%
450
217
$37K ﹤0.01%
922
218
$36K ﹤0.01%
200
219
$35K ﹤0.01%
5,000
220
$35K ﹤0.01%
913
221
$35K ﹤0.01%
3,700
222
$35K ﹤0.01%
3,110
223
$35K ﹤0.01%
100
224
$34K ﹤0.01%
629
225
$34K ﹤0.01%
1,811
7 8
9
10 11