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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K ﹤0.01%
100
227
$53K ﹤0.01%
+3,500
228
$53K ﹤0.01%
500
229
$52K ﹤0.01%
2,500
230
$52K ﹤0.01%
400
231
$50K ﹤0.01%
+3,700
232
$49K ﹤0.01%
340
233
$49K ﹤0.01%
364
234
$49K ﹤0.01%
+1,050
235
$47K ﹤0.01%
245
+15
236
$47K ﹤0.01%
681
-1
237
$46K ﹤0.01%
50
+10
238
$46K ﹤0.01%
393
239
$45K ﹤0.01%
141
240
$44K ﹤0.01%
1,019
241
$44K ﹤0.01%
922
242
$43K ﹤0.01%
599
+15
243
$43K ﹤0.01%
+4,050
244
$42K ﹤0.01%
265
245
$42K ﹤0.01%
250
246
$42K ﹤0.01%
629
-359
247
$42K ﹤0.01%
450
248
$42K ﹤0.01%
181
+47
249
$42K ﹤0.01%
+875
250
$41K ﹤0.01%
1,000
8 9
10
11 12