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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$28K ﹤0.01%
450
277
$27K ﹤0.01%
1,100
278
$27K ﹤0.01%
533
279
$27K ﹤0.01%
500
280
$27K ﹤0.01%
+194
281
$27K ﹤0.01%
600
282
$26K ﹤0.01%
879
283
$26K ﹤0.01%
300
284
$26K ﹤0.01%
+550
285
$26K ﹤0.01%
1,925
286
$25K ﹤0.01%
1,721
287
$24K ﹤0.01%
130
288
$24K ﹤0.01%
450
289
$24K ﹤0.01%
221
-46
290
$24K ﹤0.01%
720
291
$24K ﹤0.01%
200
292
$24K ﹤0.01%
133
+117
293
$23K ﹤0.01%
500
294
$22K ﹤0.01%
60
295
$22K ﹤0.01%
+600
296
$22K ﹤0.01%
119
297
$21K ﹤0.01%
+750
298
$21K ﹤0.01%
363
299
$21K ﹤0.01%
1,057
300
$21K ﹤0.01%
262
10 11
12
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