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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$24K ﹤0.01%
+1,200
302
$23K ﹤0.01%
200
-2,000
303
$23K ﹤0.01%
131
+31
304
$23K ﹤0.01%
533
305
$23K ﹤0.01%
85
306
$23K ﹤0.01%
350
307
$23K ﹤0.01%
225
308
$23K ﹤0.01%
1,701
-496
309
$23K ﹤0.01%
119
310
$23K ﹤0.01%
500
311
$22K ﹤0.01%
302
312
$22K ﹤0.01%
+1,568
313
$22K ﹤0.01%
201
314
$21K ﹤0.01%
1,057
315
$21K ﹤0.01%
70
316
$21K ﹤0.01%
10
317
$21K ﹤0.01%
230
-175
318
$20K ﹤0.01%
130
319
$20K ﹤0.01%
363
320
$19K ﹤0.01%
550
321
$19K ﹤0.01%
317
+247
322
$18K ﹤0.01%
747
323
$18K ﹤0.01%
330
324
$18K ﹤0.01%
250
325
$18K ﹤0.01%
40
11 12
13
14 15