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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36.7K ﹤0.01%
400
227
$35.6K ﹤0.01%
922
228
$35.1K ﹤0.01%
1,476
229
$34.7K ﹤0.01%
679
230
$34.6K ﹤0.01%
362
231
$34.6K ﹤0.01%
351
232
$34.2K ﹤0.01%
5,000
233
$33.4K ﹤0.01%
1,500
234
$33.3K ﹤0.01%
178
+33
235
$33.2K ﹤0.01%
65
236
$33.2K ﹤0.01%
655
237
$31.3K ﹤0.01%
200
-300
238
$31.3K ﹤0.01%
600
239
$31.2K ﹤0.01%
448
240
$31K ﹤0.01%
135
241
$30.9K ﹤0.01%
410
242
$30.5K ﹤0.01%
12
243
$29.9K ﹤0.01%
6,100
244
$29.7K ﹤0.01%
509
245
$28.6K ﹤0.01%
+1,000
246
$28.4K ﹤0.01%
121
247
$28.3K ﹤0.01%
200
248
$27.5K ﹤0.01%
300
249
$27.4K ﹤0.01%
4,254
250
$26.8K ﹤0.01%
294
8 9
10
11 12