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
$512M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$7.21M
3
+$5.23M
4
APTV icon
Aptiv
APTV
+$5.07M
5
AAPL icon
Apple
AAPL
+$4.66M

Top Sells

1
+$35.5M
2
+$9.34M
3
+$5.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.92M
5
TRMB icon
Trimble
TRMB
+$1.89M

Sector Composition

1 Technology 16.92%
2 Healthcare 13.93%
3 Financials 12.01%
4 Industrials 6.21%
5 Energy 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 4.65%
886,290
-20,112
2
$17.9M 3.5%
86,584
3
$17.4M 3.39%
176,749
+11,136
4
$15M 2.92%
166,150
+26,608
5
$14.7M 2.88%
561,808
-5,048
6
$14.6M 2.84%
133,376
+20,931
7
$14.2M 2.78%
471,738
-5,901
8
$14.1M 2.76%
169,426
-2,128
9
$13.9M 2.71%
339,826
+127,926
10
$13.2M 2.58%
151,856
-1,140
11
$12.7M 2.49%
131,942
-2,772
12
$12.7M 2.48%
317,009
-11,495
13
$12.3M 2.41%
447,604
+169,028
14
$12.3M 2.4%
161,797
+66,732
15
$12.2M 2.39%
327,594
-11,690
16
$11.9M 2.32%
97,347
+19,525
17
$11.7M 2.28%
347,812
-12,618
18
$11.2M 2.18%
367,020
-307,040
19
$10.9M 2.12%
426,392
-14,743
20
$10.5M 2.05%
318,416
-10,485
21
$9.66M 1.89%
+302,740
22
$9.65M 1.88%
89,257
+32,140
23
$9.61M 1.88%
507,914
-5,634
24
$9.48M 1.85%
244,689
-2,300
25
$9.33M 1.82%
77,193
+27,460
1
2 3 4 5