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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29.2K ﹤0.01%
61
+1
252
$28.9K ﹤0.01%
222
253
$28.5K ﹤0.01%
1,811
254
$28.4K ﹤0.01%
300
255
$28K ﹤0.01%
570
256
$27.9K ﹤0.01%
509
257
$27.6K ﹤0.01%
247
258
$27K ﹤0.01%
315
+140
259
$26.6K ﹤0.01%
85
+50
260
$26.6K ﹤0.01%
+840
261
$25.8K ﹤0.01%
410
262
$24.7K ﹤0.01%
720
263
$24.5K ﹤0.01%
500
264
$24.3K ﹤0.01%
155
265
$24K ﹤0.01%
879
266
$22.5K ﹤0.01%
430
267
$22.5K ﹤0.01%
109
+70
268
$22K ﹤0.01%
680
269
$21.7K ﹤0.01%
26
+16
270
$21.6K ﹤0.01%
501
+1
271
$21.2K ﹤0.01%
200
272
$21.1K ﹤0.01%
330
273
$21.1K ﹤0.01%
232
-1,200
274
$21K ﹤0.01%
40
275
$20.8K ﹤0.01%
200
9 10
11
12 13