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
$1.06B
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$9.42M
2
+$3.95M
3
+$582K
4
UTHR icon
United Therapeutics
UTHR
+$531K
5
LHX icon
L3Harris
LHX
+$454K

Top Sells

1
+$41.2M
2
+$12.9M
3
+$11.1M
4
ON icon
ON Semiconductor
ON
+$9.71M
5
GEN icon
Gen Digital
GEN
+$8.48M

Sector Composition

1 Healthcare 19.31%
2 Technology 17.3%
3 Financials 12.01%
4 Industrials 10.37%
5 Consumer Discretionary 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$55.9K 0.01%
1,000
202
$54.6K 0.01%
1,607
203
$54.4K 0.01%
713
-200
204
$51.9K ﹤0.01%
1,500
205
$45.1K ﹤0.01%
200
206
$44.9K ﹤0.01%
450
207
$44.7K ﹤0.01%
230
208
$44.4K ﹤0.01%
362
209
$43.9K ﹤0.01%
629
210
$42.9K ﹤0.01%
168
211
$42.5K ﹤0.01%
248
212
$42.2K ﹤0.01%
1,425
213
$41.9K ﹤0.01%
460
214
$41.4K ﹤0.01%
351
215
$41.2K ﹤0.01%
600
216
$41K ﹤0.01%
679
217
$40K ﹤0.01%
655
218
$39.6K ﹤0.01%
18,241
-200,000
219
$38.7K ﹤0.01%
793
220
$38.6K ﹤0.01%
4,800
221
$37.8K ﹤0.01%
922
222
$37K ﹤0.01%
1,318
-11
223
$36.7K ﹤0.01%
400
224
$35.5K ﹤0.01%
100
225
$34.5K ﹤0.01%
1,476
7 8
9
10 11