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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$31K ﹤0.01%
1,000
-1,041
277
$31K ﹤0.01%
143
278
$31K ﹤0.01%
830
279
$31K ﹤0.01%
600
280
$29K ﹤0.01%
250
281
$29K ﹤0.01%
+1,300
282
$29K ﹤0.01%
473
283
$29K ﹤0.01%
+1,578
284
$29K ﹤0.01%
194
285
$28K ﹤0.01%
410
-134
286
$28K ﹤0.01%
879
287
$28K ﹤0.01%
720
288
$28K ﹤0.01%
500
289
$27K ﹤0.01%
130
290
$27K ﹤0.01%
711
+150
291
$26K ﹤0.01%
200
292
$26K ﹤0.01%
8,300
293
$26K ﹤0.01%
600
294
$25K ﹤0.01%
5,000
295
$25K ﹤0.01%
155
-65
296
$25K ﹤0.01%
221
297
$25K ﹤0.01%
155
298
$25K ﹤0.01%
60
299
$24K ﹤0.01%
262
300
$24K ﹤0.01%
450
10 11
12
13 14