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
$1.32B
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
460
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$2.22M
3
+$1.71M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$1.68M
5
ABBV icon
AbbVie
ABBV
+$654K

Top Sells

1
+$22.2M
2
+$601K
3
+$281K
4
SRPT icon
Sarepta Therapeutics
SRPT
+$253K
5
AAPL icon
Apple
AAPL
+$226K

Sector Composition

1 Healthcare 16.73%
2 Technology 15.85%
3 Financials 9.66%
4 Industrials 8.33%
5 Consumer Discretionary 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$46.1M 3.49%
43,859
-79
2
$44.5M 3.37%
242,582
-510
3
$40.7M 3.09%
800,902
+9,278
4
$39.8M 3.02%
487,494
+5,320
5
$37.5M 2.84%
601,932
+8,030
6
$37.3M 2.82%
255,617
-238
7
$37.1M 2.81%
57,393
+483
8
$35M 2.65%
156,287
+612
9
$34M 2.58%
79,603
-1,406
10
$33.8M 2.56%
553,768
+9,520
11
$33.3M 2.52%
194,246
+3,815
12
$32.5M 2.46%
230,395
+4,542
13
$32.4M 2.46%
1,280,827
+67,333
14
$32M 2.43%
878,261
-2,433
15
$31.8M 2.41%
68,027
16
$30M 2.27%
54,289
+227
17
$28M 2.12%
63,526
-262
18
$26.9M 2.04%
127,844
-1,072
19
$26.3M 1.99%
354,335
+5,008
20
$26.1M 1.98%
261,285
-1,430
21
$25.4M 1.93%
54,275
+142
22
$24.9M 1.89%
486,155
+6,565
23
$24.7M 1.87%
520,288
+1,584
24
$23.7M 1.8%
345,944
-850
25
$21.1M 1.6%
401,923
+5,050
1
2 3 4 5