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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11K ﹤0.01%
75
302
$10.7K ﹤0.01%
400
303
$10.7K ﹤0.01%
+100
304
$10.7K ﹤0.01%
136
305
$10.7K ﹤0.01%
39
306
$10.4K ﹤0.01%
75
307
$10.1K ﹤0.01%
160
308
$9.99K ﹤0.01%
25
309
$9.38K ﹤0.01%
120
310
$9.31K ﹤0.01%
750
311
$9.3K ﹤0.01%
246
312
$8.29K ﹤0.01%
27
313
$8.26K ﹤0.01%
2,000
314
$8.11K ﹤0.01%
52
315
$8.08K ﹤0.01%
30
316
$7.95K ﹤0.01%
50
317
$7.91K ﹤0.01%
1,000
318
$7.73K ﹤0.01%
50
319
$7.42K ﹤0.01%
39
320
$7.21K ﹤0.01%
100
-202
321
$7.2K ﹤0.01%
66
322
$7.01K ﹤0.01%
35
323
$6.95K ﹤0.01%
100
324
$6.82K ﹤0.01%
640
325
$6.75K ﹤0.01%
61
11 12
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