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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20.6K ﹤0.01%
113
277
$20.6K ﹤0.01%
1,057
278
$20.6K ﹤0.01%
600
279
$19.2K ﹤0.01%
37
280
$18.9K ﹤0.01%
207
281
$18.2K ﹤0.01%
630
282
$17.8K ﹤0.01%
150
283
$17.4K ﹤0.01%
84
284
$17.3K ﹤0.01%
500
285
$17.2K ﹤0.01%
189
286
$16.6K ﹤0.01%
247
+15
287
$16.5K ﹤0.01%
100
288
$15.7K ﹤0.01%
1,185
-35
289
$15.7K ﹤0.01%
2,500
290
$15.5K ﹤0.01%
+75
291
$15.2K ﹤0.01%
362
-1,925
292
$15K ﹤0.01%
345
293
$14K ﹤0.01%
918
+262
294
$13.6K ﹤0.01%
200
295
$13.2K ﹤0.01%
50
296
$13.1K ﹤0.01%
100
297
$13.1K ﹤0.01%
25
298
$12.7K ﹤0.01%
75
299
$12.4K ﹤0.01%
+216
300
$12.2K ﹤0.01%
66
10 11
12
13 14