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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.3K ﹤0.01%
1,925
252
$24.9K ﹤0.01%
77
253
$24.9K ﹤0.01%
222
254
$24.7K ﹤0.01%
600
255
$24.5K ﹤0.01%
570
256
$24.4K ﹤0.01%
879
257
$24K ﹤0.01%
720
258
$23.8K ﹤0.01%
300
259
$23.7K ﹤0.01%
290
260
$23.6K ﹤0.01%
60
261
$23.1K ﹤0.01%
85
262
$23K ﹤0.01%
1,811
263
$22.8K ﹤0.01%
450
264
$22.7K ﹤0.01%
+250
265
$22.3K ﹤0.01%
200
266
$21.6K ﹤0.01%
500
267
$21.4K ﹤0.01%
247
268
$21.3K ﹤0.01%
18,241
269
$21.3K ﹤0.01%
143
270
$20.5K ﹤0.01%
2,500
271
$20.4K ﹤0.01%
680
272
$20.2K ﹤0.01%
550
273
$18.7K ﹤0.01%
1,240
-78
274
$18.6K ﹤0.01%
65
275
$18.4K ﹤0.01%
200
9 10
11
12 13