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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42.4K ﹤0.01%
1,425
227
$42.3K ﹤0.01%
650
-200
228
$41.9K ﹤0.01%
67
+2
229
$41.8K ﹤0.01%
261
-11
230
$41.8K ﹤0.01%
100
231
$41.6K ﹤0.01%
1,385
232
$41.4K ﹤0.01%
400
+150
233
$40.1K ﹤0.01%
793
234
$39.5K ﹤0.01%
351
235
$39.3K ﹤0.01%
362
236
$39.2K ﹤0.01%
1,500
237
$38.4K ﹤0.01%
178
238
$37.8K ﹤0.01%
150
-132
239
$37.4K ﹤0.01%
1,476
240
$37.1K ﹤0.01%
922
241
$36.6K ﹤0.01%
1,000
242
$36.6K ﹤0.01%
400
243
$36K ﹤0.01%
448
244
$34.9K ﹤0.01%
1,000
245
$34.8K ﹤0.01%
200
246
$32.8K ﹤0.01%
778
-833
247
$32.5K ﹤0.01%
679
248
$31.7K ﹤0.01%
6,100
249
$31.5K ﹤0.01%
140
+5
250
$31K ﹤0.01%
12
8 9
10
11 12