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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$13.4K ﹤0.01%
701
+200
302
$13.4K ﹤0.01%
175
303
$12.8K ﹤0.01%
100
304
$12.2K ﹤0.01%
175
305
$12.1K ﹤0.01%
643
306
$11.9K ﹤0.01%
39
307
$11.8K ﹤0.01%
25
308
$11.7K ﹤0.01%
400
309
$11.5K ﹤0.01%
75
310
$11.4K ﹤0.01%
136
311
$11.3K ﹤0.01%
+750
312
$10.6K ﹤0.01%
400
313
$10.2K ﹤0.01%
350
314
$10K ﹤0.01%
246
+46
315
$9.93K ﹤0.01%
75
316
$9.32K ﹤0.01%
52
+20
317
$9.3K ﹤0.01%
8,300
318
$9.04K ﹤0.01%
160
319
$9K ﹤0.01%
50
320
$8.5K ﹤0.01%
30
321
$8.33K ﹤0.01%
27
322
$8.15K ﹤0.01%
1,000
-2,000
323
$8.14K ﹤0.01%
2,000
324
$8.12K ﹤0.01%
120
325
$8.05K ﹤0.01%
61
11 12
13
14 15