AP
Atwood & Palmer Portfolio holdings
AUM $1.6B
This Quarter Return
-0.02%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.44B
AUM Growth
-$17.7M (-1%)
Cap. Flow
+$330K
Cap. Flow % of AUM
0.02%
Top 10 Holdings %Top 10 Hldgs %
29.83%
Holding
487
New
17
Increased
71
Reduced
109
Closed
46
Top Buys
| 1 | $15M | |
| 2 | $12.4M | |
| 3 | $4.68M | |
| 4 | $4.36M | |
| 5 | $2.05M |
Top Sells
| 1 | $36.4M | |
| 2 | $2.13M | |
| 3 | $1.65M | |
| 4 | $1.63M | |
| 5 | $1.45M |
Sector Composition
| 1 | Technology | 17.12% |
| 2 | Healthcare | 14.95% |
| 3 | Financials | 9.45% |
| 4 | Industrials | 7.48% |
| 5 | Consumer Discretionary | 7.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $76.7K | 0.01% | 200 | – | – | |||
| $69.6K | ﹤0.01% | 775 -99 | -11% | -$8.9K | |||
| $69.4K | ﹤0.01% | 2,400 | – | – | |||
| $67.7K | ﹤0.01% | 710 +410 | +137% | +$39.1K | |||
| $66.3K | ﹤0.01% | 5,078 | – | – | |||
| $66.1K | ﹤0.01% | 912 | – | – | |||
| $65.5K | ﹤0.01% | 730 | – | – | |||
| $65.2K | ﹤0.01% | 336 | – | – | |||
| $64.3K | ﹤0.01% | 986 | – | – | |||
| $64.1K | ﹤0.01% | 167 -10 | -6% | -$3.84K | |||
| $63.3K | ﹤0.01% | 603 -209 | -26% | -$22K | |||
| $62.9K | ﹤0.01% | 238 | – | – | |||
| $59.8K | ﹤0.01% | 800 | – | – | |||
| $57K | ﹤0.01% | 317 | – | – | |||
| $56.5K | ﹤0.01% | 1,385 | – | – | |||
| $56.4K | ﹤0.01% | 325 -25 | -7% | -$4.34K | |||
| $56.1K | ﹤0.01% | 1,000 | – | – | |||
| $55.6K | ﹤0.01% | 820 +570 | +228% | +$38.6K | |||
| $54K | ﹤0.01% | 460 | – | – | |||
| $53K | ﹤0.01% | 464 | – | – | |||
| $50.7K | ﹤0.01% | 1,500 -850 | -36% | -$28.7K | |||
| $50.2K | ﹤0.01% | 663 | – | – | |||
| $49.4K | ﹤0.01% | 971 +99 | +11% | +$5.03K | |||
| $48.1K | ﹤0.01% | 500 | – | – | |||
| $48K | ﹤0.01% | 350 | – | – |
