AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$840K
3
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

1
+$34.3M
2
+$354K
3
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.2K ﹤0.01%
2,424
252
$44.9K ﹤0.01%
575
253
$44K ﹤0.01%
2,000
254
$43.9K ﹤0.01%
3,600
255
$43.3K ﹤0.01%
800
256
$43K ﹤0.01%
8,465
257
$42.4K ﹤0.01%
+10,000
258
$41.9K ﹤0.01%
150
-88
259
$40.3K ﹤0.01%
535
-285
260
$40.3K ﹤0.01%
1,201
-199
261
$40.1K ﹤0.01%
1,325
262
$40K ﹤0.01%
194
+1
263
$39.8K ﹤0.01%
153
264
$39.3K ﹤0.01%
2,304
265
$39.3K ﹤0.01%
629
266
$38.9K ﹤0.01%
85
267
$38.6K ﹤0.01%
464
268
$37.5K ﹤0.01%
2,000
269
$37.2K ﹤0.01%
545
270
$36.7K ﹤0.01%
60
271
$36.7K ﹤0.01%
130
272
$35.8K ﹤0.01%
448
273
$35.6K ﹤0.01%
199
274
$35.3K ﹤0.01%
393
+4
275
$35K ﹤0.01%
365
9 10
11
12 13