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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.1K ﹤0.01%
1,000
227
$39.6K ﹤0.01%
200
228
$39.2K ﹤0.01%
679
229
$38.6K ﹤0.01%
1,000
230
$38K ﹤0.01%
351
231
$37.9K ﹤0.01%
1,476
232
$37.8K ﹤0.01%
12
233
$36.9K ﹤0.01%
922
234
$36.8K ﹤0.01%
140
235
$36.7K ﹤0.01%
400
236
$34.6K ﹤0.01%
200
237
$34.4K ﹤0.01%
448
238
$34.3K ﹤0.01%
82
+5
239
$34.2K ﹤0.01%
500
240
$34.1K ﹤0.01%
200
241
$34K ﹤0.01%
362
242
$33.7K ﹤0.01%
130
-100
243
$33.5K ﹤0.01%
778
244
$33K ﹤0.01%
300
245
$32.7K ﹤0.01%
121
246
$32.5K ﹤0.01%
1,500
247
$32K ﹤0.01%
550
248
$30.9K ﹤0.01%
388
-164,756
249
$30.2K ﹤0.01%
85
250
$29.5K ﹤0.01%
85
+58
8 9
10
11 12