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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$23.5K ﹤0.01%
40
277
$23.5K ﹤0.01%
1,000
278
$23.5K ﹤0.01%
1,046
279
$23K ﹤0.01%
500
280
$22.8K ﹤0.01%
238
+20
281
$22.8K ﹤0.01%
1,057
282
$22.4K ﹤0.01%
113
283
$22.1K ﹤0.01%
60
+10
284
$21.8K ﹤0.01%
86
+11
285
$21.5K ﹤0.01%
464
-609
286
$21.3K ﹤0.01%
75
287
$21.1K ﹤0.01%
1,000
-2,000
288
$20.6K ﹤0.01%
200
289
$20.2K ﹤0.01%
207
290
$20K ﹤0.01%
1,000
291
$19.9K ﹤0.01%
500
292
$19.3K ﹤0.01%
+379
293
$19.2K ﹤0.01%
37
294
$19K ﹤0.01%
749
295
$18.8K ﹤0.01%
+225
296
$18.7K ﹤0.01%
75
297
$18.1K ﹤0.01%
150
298
$18.1K ﹤0.01%
81
299
$17.7K ﹤0.01%
189
300
$17.5K ﹤0.01%
209
+190
10 11
12
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