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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$40K ﹤0.01%
520
252
$40K ﹤0.01%
+1,476
253
$40K ﹤0.01%
200
254
$40K ﹤0.01%
186
+53
255
$40K ﹤0.01%
448
256
$39K ﹤0.01%
150
257
$39K ﹤0.01%
248
258
$38K ﹤0.01%
+5,286
259
$37K ﹤0.01%
+3,700
260
$37K ﹤0.01%
400
261
$37K ﹤0.01%
1,144
262
$36K ﹤0.01%
300
263
$36K ﹤0.01%
1,925
264
$35K ﹤0.01%
200
265
$35K ﹤0.01%
290
266
$34K ﹤0.01%
150
-150
267
$32K ﹤0.01%
500
268
$32K ﹤0.01%
373
269
$32K ﹤0.01%
679
270
$32K ﹤0.01%
300
271
$32K ﹤0.01%
1,721
272
$32K ﹤0.01%
180
273
$32K ﹤0.01%
520
274
$32K ﹤0.01%
121
275
$31K ﹤0.01%
927
9 10
11
12 13