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
$1.03B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.67M
3
+$8.65M
4
GEN icon
Gen Digital
GEN
+$8.34M
5
AMGN icon
Amgen
AMGN
+$5.64M

Top Sells

1
+$8.71M
2
+$4.45M
3
+$4.39M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.76M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$3.58M

Sector Composition

1 Healthcare 17.34%
2 Technology 16.69%
3 Industrials 11.06%
4 Financials 10.91%
5 Consumer Discretionary 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.3M 4.51%
1,731,681
+171
2
$34.7M 3.38%
1,248,290
+49,689
3
$33M 3.22%
1,104,205
+46,626
4
$32.6M 3.17%
75,752
-1,450
5
$30.3M 2.96%
55,861
-6,912
6
$27.6M 2.68%
179,887
+17,251
7
$26M 2.53%
165,009
+156
8
$25.9M 2.53%
106,791
-215
9
$25.1M 2.45%
119,278
+1,354
10
$24.6M 2.4%
489,016
+4,380
11
$24.5M 2.39%
41,482
+431
12
$24.3M 2.36%
102,049
-486
13
$24.1M 2.35%
220,660
-24,600
14
$22.8M 2.22%
328,520
+1,144
15
$21.4M 2.08%
87,842
+23,161
16
$21.2M 2.06%
496,960
+7,876
17
$20.9M 2.03%
457,534
+3,119
18
$20.6M 2.01%
65,410
-13,900
19
$20.5M 2%
610,776
+5,479
20
$20.2M 1.96%
411,234
+2,772
21
$20.2M 1.96%
414,582
-7,340
22
$20M 1.95%
1,221,070
+12,410
23
$19.5M 1.9%
142,583
-21,862
24
$18.8M 1.83%
284,004
+68,942
25
$18.7M 1.83%
118,771
-4,093
1
2 3 4 5