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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.4K ﹤0.01%
500
277
$18.8K ﹤0.01%
519
278
$18.7K ﹤0.01%
85
279
$18.7K ﹤0.01%
500
280
$18.4K ﹤0.01%
113
281
$18.2K ﹤0.01%
65
282
$18.2K ﹤0.01%
570
283
$17.9K ﹤0.01%
680
-5,045
284
$17.9K ﹤0.01%
155
285
$17.8K ﹤0.01%
1,057
286
$17.7K ﹤0.01%
40
287
$17.5K ﹤0.01%
2,500
288
$17.3K ﹤0.01%
330
289
$16.4K ﹤0.01%
37
290
$15.9K ﹤0.01%
80
291
$15.9K ﹤0.01%
6,100
292
$15.8K ﹤0.01%
355
293
$15.6K ﹤0.01%
630
+190
294
$15.5K ﹤0.01%
200
295
$15.4K ﹤0.01%
189
296
$14.3K ﹤0.01%
+345
297
$14.3K ﹤0.01%
200
298
$14.3K ﹤0.01%
75
299
$13.7K ﹤0.01%
30
+20
300
$13.5K ﹤0.01%
150
10 11
12
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