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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34.1K ﹤0.01%
121
252
$33.5K ﹤0.01%
500
253
$33.4K ﹤0.01%
840
254
$33.4K ﹤0.01%
500
255
$33.1K ﹤0.01%
350
-250
256
$33K ﹤0.01%
127
257
$32.1K ﹤0.01%
61
258
$32K ﹤0.01%
362
259
$31.3K ﹤0.01%
975
-410
260
$29.8K ﹤0.01%
300
261
$29.5K ﹤0.01%
720
262
$29.5K ﹤0.01%
+93
263
$29.4K ﹤0.01%
300
-377
264
$29K ﹤0.01%
+257
265
$28.9K ﹤0.01%
580
-50
266
$28K ﹤0.01%
879
267
$27.3K ﹤0.01%
247
268
$26.2K ﹤0.01%
155
269
$25.4K ﹤0.01%
330
270
$24.5K ﹤0.01%
410
271
$24.3K ﹤0.01%
395
-114
272
$24.2K ﹤0.01%
232
273
$24.1K ﹤0.01%
415
274
$24K ﹤0.01%
325
-100
275
$23.5K ﹤0.01%
+300
9 10
11
12 13