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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41.2K ﹤0.01%
1,385
-1,150
227
$40.4K ﹤0.01%
5,000
228
$40K ﹤0.01%
362
229
$39.9K ﹤0.01%
600
230
$39.1K ﹤0.01%
793
231
$38.9K ﹤0.01%
679
232
$38.9K ﹤0.01%
351
233
$38.3K ﹤0.01%
655
234
$38K ﹤0.01%
600
235
$37.8K ﹤0.01%
272
+66
236
$37.4K ﹤0.01%
922
237
$36.7K ﹤0.01%
400
238
$35.6K ﹤0.01%
18,241
239
$35.2K ﹤0.01%
300
240
$34.2K ﹤0.01%
1,476
241
$31K ﹤0.01%
410
242
$30.7K ﹤0.01%
448
243
$29.9K ﹤0.01%
12
+2
244
$29.8K ﹤0.01%
65
245
$29.7K ﹤0.01%
879
246
$29.6K ﹤0.01%
121
247
$29.5K ﹤0.01%
750
248
$29.5K ﹤0.01%
701
249
$29.1K ﹤0.01%
294
+87
250
$29K ﹤0.01%
300
8 9
10
11 12