AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$52.1M
2
+$35.9M
3
+$28.5M
4
GS icon
Goldman Sachs
GS
+$19.1M
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$18.7M

Top Sells

1
+$21.2M
2
+$20.9M
3
+$20.2M
4
PYPL icon
PayPal
PYPL
+$17.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.2M 5.64%
661,885
-72,439
2
$54.7M 3.42%
660,278
+99,345
3
$54.1M 3.38%
731,327
+20,700
4
$53.7M 3.35%
1,057,357
+132,349
5
$53.6M 3.35%
+1,035,255
6
$44.5M 2.78%
17,044
+36
7
$44.2M 2.76%
645,242
+22,208
8
$44M 2.75%
248,181
+2,916
9
$43.2M 2.7%
57,371
+269
10
$41.3M 2.58%
261,473
-213
11
$41.2M 2.57%
77,107
+28
12
$38.1M 2.38%
344,082
-985
13
$36.8M 2.3%
1,796,773
+1,398,637
14
$36.7M 2.29%
+711,570
15
$36.3M 2.27%
522,830
+1,624
16
$35.4M 2.21%
190,759
-589
17
$34.7M 2.17%
843,854
+3,152
18
$34.1M 2.13%
648,789
+199,553
19
$34M 2.13%
60,583
-336
20
$31.5M 1.97%
67,977
21
$29.9M 1.87%
231,999
+2,646
22
$29.2M 1.82%
468,898
+12,704
23
$28.1M 1.76%
157,618
+1,326
24
$26.5M 1.65%
270,615
+1,764
25
$26.1M 1.63%
127,374
-181
1
2 3 4 5