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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$35K ﹤0.01%
+2,500
252
$35K ﹤0.01%
200
253
$35K ﹤0.01%
448
254
$34K ﹤0.01%
40
255
$34K ﹤0.01%
1,250
256
$33K ﹤0.01%
+500
257
$33K ﹤0.01%
544
+134
258
$33K ﹤0.01%
150
259
$32K ﹤0.01%
250
260
$32K ﹤0.01%
+373
261
$32K ﹤0.01%
830
262
$32K ﹤0.01%
520
263
$31K ﹤0.01%
290
264
$31K ﹤0.01%
134
+110
265
$30K ﹤0.01%
300
-338
266
$30K ﹤0.01%
+180
267
$30K ﹤0.01%
121
268
$30K ﹤0.01%
2,197
269
$29K ﹤0.01%
927
270
$29K ﹤0.01%
679
271
$29K ﹤0.01%
200
272
$29K ﹤0.01%
473
273
$28K ﹤0.01%
143
274
$28K ﹤0.01%
5,000
275
$28K ﹤0.01%
350
9 10
11
12 13