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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K ﹤0.01%
200
327
$16K ﹤0.01%
40
328
$15K ﹤0.01%
+70
329
$15K ﹤0.01%
59
330
$15K ﹤0.01%
+100
331
$15K ﹤0.01%
350
332
$15K ﹤0.01%
+65
333
$14K ﹤0.01%
+200
334
$14K ﹤0.01%
200
335
$13K ﹤0.01%
600
336
$13K ﹤0.01%
643
337
$13K ﹤0.01%
56
338
$13K ﹤0.01%
200
339
$13K ﹤0.01%
181
+18
340
$13K ﹤0.01%
300
341
$13K ﹤0.01%
175
-26
342
$12K ﹤0.01%
238
343
$12K ﹤0.01%
200
344
$12K ﹤0.01%
247
345
$12K ﹤0.01%
296
+75
346
$12K ﹤0.01%
200
347
$12K ﹤0.01%
750
348
$11K ﹤0.01%
+300
349
$11K ﹤0.01%
+150
350
$11K ﹤0.01%
50
12 13
14
15 16