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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16.7K ﹤0.01%
1,185
302
$16.3K ﹤0.01%
247
303
$15.9K ﹤0.01%
313
304
$15.6K ﹤0.01%
200
305
$15.6K ﹤0.01%
77
+2
306
$15.3K ﹤0.01%
100
307
$15.3K ﹤0.01%
364
308
$14.9K ﹤0.01%
501
309
$14.8K ﹤0.01%
650
-4,600
310
$14.7K ﹤0.01%
600
311
$14.4K ﹤0.01%
345
312
$14.4K ﹤0.01%
221
+179
313
$14K ﹤0.01%
+61
314
$13.5K ﹤0.01%
300
+13
315
$13.5K ﹤0.01%
+171
316
$13.4K ﹤0.01%
1,500
317
$13.3K ﹤0.01%
27
-14
318
$13K ﹤0.01%
216
319
$12.9K ﹤0.01%
75
320
$12.8K ﹤0.01%
+96
321
$12.7K ﹤0.01%
100
322
$12.6K ﹤0.01%
2,000
323
$12.5K ﹤0.01%
+115
324
$12.1K ﹤0.01%
+31
325
$11.9K ﹤0.01%
100
11 12
13
14 15