AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+9.37%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.24B
AUM Growth
+$96.8M
(+8.5%)
Cap. Flow
+$79.9K
Cap. Flow
% of AUM
0.01%
Top 10 Holdings %
Top 10 Hldgs %
29.45%
Holding
446
New
21
Increased
59
Reduced
87
Closed
43
Top Buys
| 1 |
DraftKings
DKNG
|
+$16.8M |
| 2 |
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
|
+$812K |
| 3 |
Avantis International Equity ETF
AVDE
|
+$753K |
| 4 |
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
|
+$709K |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$703K |
Top Sells
| 1 |
PNC Financial Services
PNC
|
+$18.6M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
+$747K |
| 3 |
Fifth Third Bancorp
FITB
|
+$693K |
| 4 |
United Rentals
URI
|
+$671K |
| 5 |
D.R. Horton
DHI
|
+$594K |
Sector Composition
| 1 | Healthcare | 17.05% |
| 2 | Technology | 16.64% |
| 3 | Financials | 10.34% |
| 4 | Industrials | 9.21% |
| 5 | Consumer Discretionary | 7.78% |
