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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1 +$18.4M
2 +$8.05M
3 +$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1 +$18.7M
2 +$8.33M
3 +$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$28.5K ﹤0.01%
145
252
$28.5K ﹤0.01%
1,318
253
$28K ﹤0.01%
135
254
$27.2K ﹤0.01%
222
255
$26.5K ﹤0.01%
4,254
256
$26.1K ﹤0.01%
450
257
$25.9K ﹤0.01%
720
258
$25.5K ﹤0.01%
1,811
259
$25K ﹤0.01%
509
+125
260
$24.9K ﹤0.01%
85
261
$24.8K ﹤0.01%
77
262
$24.8K ﹤0.01%
143
263
$24.8K ﹤0.01%
290
264
$24.4K ﹤0.01%
60
265
$24.3K ﹤0.01%
1,925
266
$23.5K ﹤0.01%
550
267
$23.5K ﹤0.01%
200
268
$23.4K ﹤0.01%
247
269
$22.9K ﹤0.01%
302
270
$22.8K ﹤0.01%
+200
271
$21.8K ﹤0.01%
200
272
$21.7K ﹤0.01%
1,000
273
$20.5K ﹤0.01%
600
274
$20.2K ﹤0.01%
500
275
$19.6K ﹤0.01%
324