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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K ﹤0.01%
500
227
$47K ﹤0.01%
632
+100
228
$46K ﹤0.01%
393
229
$46K ﹤0.01%
100
230
$45K ﹤0.01%
922
231
$43K ﹤0.01%
3,715
232
$42K ﹤0.01%
520
233
$42K ﹤0.01%
682
+1
234
$41K ﹤0.01%
141
+121
235
$40K ﹤0.01%
230
236
$40K ﹤0.01%
584
237
$40K ﹤0.01%
1,144
238
$39K ﹤0.01%
+265
239
$39K ﹤0.01%
250
240
$38K ﹤0.01%
300
241
$38K ﹤0.01%
248
242
$37K ﹤0.01%
220
243
$37K ﹤0.01%
8,300
244
$37K ﹤0.01%
400
245
$36K ﹤0.01%
+487
246
$36K ﹤0.01%
1,000
247
$36K ﹤0.01%
405
248
$36K ﹤0.01%
450
249
$36K ﹤0.01%
600
250
$35K ﹤0.01%
340
8 9
10
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