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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.6K ﹤0.01%
809
+130
227
$44.9K ﹤0.01%
488
228
$43.9K ﹤0.01%
600
229
$43.6K ﹤0.01%
575
-450
230
$42.3K ﹤0.01%
442
-89
231
$41.9K ﹤0.01%
1,476
232
$41.6K ﹤0.01%
67
233
$41.3K ﹤0.01%
2,000
-1,150
234
$40.6K ﹤0.01%
82
235
$40.1K ﹤0.01%
1,325
236
$40K ﹤0.01%
200
237
$38.8K ﹤0.01%
500
238
$38.2K ﹤0.01%
85
239
$38.2K ﹤0.01%
922
240
$37.9K ﹤0.01%
200
241
$37.6K ﹤0.01%
2,424
-2,563
242
$36.7K ﹤0.01%
400
243
$36.3K ﹤0.01%
1,000
244
$36.2K ﹤0.01%
570
245
$36K ﹤0.01%
624
+74
246
$36K ﹤0.01%
141
247
$35.2K ﹤0.01%
315
248
$35K ﹤0.01%
448
249
$34.7K ﹤0.01%
351
250
$34.5K ﹤0.01%
545
-475
8 9
10
11 12