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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80.3K 0.01%
1,140
202
$77.7K 0.01%
177
-62
203
$76.5K 0.01%
5,000
204
$76.1K 0.01%
171
205
$74.5K 0.01%
5,078
206
$72.7K 0.01%
1,000
207
$69.8K 0.01%
359
+309
208
$69.8K 0.01%
1,025
-1,655
209
$67.2K 0.01%
1,269
+414
210
$67.1K 0.01%
+630
211
$64.4K ﹤0.01%
3,150
212
$63.4K ﹤0.01%
677
+377
213
$63.2K ﹤0.01%
3,000
214
$61.1K ﹤0.01%
1,020
-1,830
215
$61K ﹤0.01%
775
216
$59.4K ﹤0.01%
500
217
$58.4K ﹤0.01%
1,100
218
$57.5K ﹤0.01%
1,385
+607
219
$56.7K ﹤0.01%
500
-23
220
$52.5K ﹤0.01%
+1,092
221
$52.3K ﹤0.01%
104
222
$51K ﹤0.01%
4,987
+733
223
$50.8K ﹤0.01%
460
224
$49.1K ﹤0.01%
+531
225
$49K ﹤0.01%
1,000
7 8
9
10 11