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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$11.8K ﹤0.01%
52
+29
302
$11.5K ﹤0.01%
75
303
$11.5K ﹤0.01%
200
-155
304
$11.5K ﹤0.01%
120
305
$11.4K ﹤0.01%
400
306
$11.2K ﹤0.01%
+82
307
$10.5K ﹤0.01%
64
+63
308
$9.53K ﹤0.01%
30
309
$9.24K ﹤0.01%
246
310
$9.19K ﹤0.01%
+48
311
$9.06K ﹤0.01%
2,000
312
$8.89K ﹤0.01%
100
313
$8.87K ﹤0.01%
100
-10
314
$8.77K ﹤0.01%
+225
315
$8.71K ﹤0.01%
50
316
$8.7K ﹤0.01%
400
317
$8.68K ﹤0.01%
+350
318
$8.63K ﹤0.01%
100
319
$8.46K ﹤0.01%
+185
320
$8.33K ﹤0.01%
+88
321
$8K ﹤0.01%
85
322
$8K ﹤0.01%
4,000
323
$7.81K ﹤0.01%
350
324
$7.71K ﹤0.01%
+275
325
$7.62K ﹤0.01%
25
11 12
13
14 15