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
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$10.9M
3
+$9.16M
4
PLTR icon
Palantir
PLTR
+$9.11M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$8.95M

Top Sells

1
+$9.53M
2
+$8.8M
3
+$8.45M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.63M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.54M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$42.5M 4.21%
1,677,466
-54,215
2
$31M 3.07%
1,251,193
+2,903
3
$30.7M 3.04%
492,291
+3,275
4
$29.2M 2.9%
75,652
-100
5
$29.2M 2.89%
107,941
+1,150
6
$28.9M 2.87%
1,077,107
-27,098
7
$28.9M 2.86%
41,911
+429
8
$28.4M 2.82%
56,081
+220
9
$26.1M 2.59%
103,781
+1,732
10
$26.1M 2.59%
167,439
+2,430
11
$24.5M 2.43%
182,387
+2,500
12
$21.8M 2.17%
122,638
+3,360
13
$21.5M 2.14%
224,113
+3,453
14
$21.4M 2.12%
331,970
+3,450
15
$21.3M 2.11%
433,735
+22,501
16
$20.2M 2%
504,753
+7,793
17
$20M 1.98%
88,832
+990
18
$20M 1.98%
625,391
+14,615
19
$19.8M 1.96%
229,781
+434
20
$19.3M 1.91%
286,789
+2,785
21
$19.3M 1.91%
139,667
-2,916
22
$18.8M 1.86%
66,126
+716
23
$18.2M 1.8%
121,751
+2,980
24
$17.6M 1.75%
403,164
-54,370
25
$15.8M 1.57%
1,233,545
+12,475
1
2 3 4 5