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
$529M
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$13.6M
3
+$8.07M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.06M
5
GILD icon
Gilead Sciences
GILD
+$4.89M

Top Sells

1
+$4.89M
2
+$4.34M
3
+$947K
4
XOM icon
Exxon Mobil
XOM
+$827K
5
CBSH icon
Commerce Bancshares
CBSH
+$454K

Sector Composition

1 Technology 17.62%
2 Healthcare 14.2%
3 Financials 8.48%
4 Energy 5.2%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.1M 8.89%
315,681
+91,160
2
$24.7M 4.66%
883,850
+288,750
3
$19.8M 3.74%
685,377
+209,534
4
$18.3M 3.45%
171,832
+45,944
5
$16.1M 3.04%
88,184
+85,034
6
$14.7M 2.77%
120,646
+36,788
7
$13.9M 2.63%
186,619
+63,635
8
$13.9M 2.62%
399,060
+113,106
9
$13.4M 2.52%
159,018
+51,475
10
$12.7M 2.4%
166,869
+49,680
11
$12.6M 2.38%
117,859
+41,203
12
$12.6M 2.37%
186,700
+67,100
13
$12.5M 2.37%
130,918
+40,911
14
$12.2M 2.31%
99,001
+28,252
15
$11.8M 2.23%
403,532
+116,684
16
$11.3M 2.13%
144,506
+37,740
17
$11.3M 2.13%
374,150
+124,275
18
$11.2M 2.11%
444,645
+134,065
19
$10.3M 1.95%
141,930
+38,251
20
$9.98M 1.88%
151,340
+49,640
21
$9.93M 1.88%
504,495
+132,839
22
$9.74M 1.84%
91,362
+34,247
23
$8.91M 1.68%
81,821
+23,448
24
$7.37M 1.39%
192,475
+65,551
25
$6.54M 1.24%
300,937
+106,502
1
2 3 4 5