AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$87.5K 0.01%
658
202
$87.4K 0.01%
4,822
+4,599
203
$86.3K 0.01%
+826
204
$86.3K 0.01%
2,726
205
$86.2K 0.01%
500
206
$83.6K 0.01%
986
207
$83K 0.01%
177
208
$81.1K 0.01%
7,100
209
$80.5K 0.01%
364
-189
210
$78.6K ﹤0.01%
330
211
$78K ﹤0.01%
+3,727
212
$77.3K ﹤0.01%
1,525
-4,252
213
$74.5K ﹤0.01%
2,400
214
$73.4K ﹤0.01%
3,642
215
$73.1K ﹤0.01%
189
+22
216
$71.3K ﹤0.01%
912
217
$70K ﹤0.01%
+858
218
$69.3K ﹤0.01%
439
-100
219
$68.8K ﹤0.01%
336
220
$67.6K ﹤0.01%
775
221
$67.3K ﹤0.01%
178
222
$65.8K ﹤0.01%
317
223
$65.4K ﹤0.01%
389
+142
224
$63.8K ﹤0.01%
460
225
$63.7K ﹤0.01%
238
7 8
9
10 11