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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K ﹤0.01%
600
302
$20K ﹤0.01%
550
+50
303
$20K ﹤0.01%
85
304
$20K ﹤0.01%
155
305
$20K ﹤0.01%
201
-63
306
$19K ﹤0.01%
400
307
$19K ﹤0.01%
747
308
$19K ﹤0.01%
330
309
$19K ﹤0.01%
302
310
$18K ﹤0.01%
70
311
$18K ﹤0.01%
525
312
$18K ﹤0.01%
+416
313
$18K ﹤0.01%
340
+264
314
$18K ﹤0.01%
190
+120
315
$18K ﹤0.01%
250
316
$17K ﹤0.01%
100
317
$17K ﹤0.01%
+130
318
$17K ﹤0.01%
+10
319
$17K ﹤0.01%
+561
320
$17K ﹤0.01%
700
321
$17K ﹤0.01%
435
+268
322
$17K ﹤0.01%
225
323
$16K ﹤0.01%
500
324
$16K ﹤0.01%
1,400
325
$16K ﹤0.01%
25
11 12
13
14 15