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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$18K ﹤0.01%
1,811
327
$17K ﹤0.01%
70
328
$17K ﹤0.01%
100
329
$17K ﹤0.01%
500
330
$17K ﹤0.01%
700
331
$17K ﹤0.01%
1,400
332
$17K ﹤0.01%
65
333
$16K ﹤0.01%
600
334
$16K ﹤0.01%
1,452
-2,263
335
$16K ﹤0.01%
59
336
$16K ﹤0.01%
525
337
$16K ﹤0.01%
25
338
$15K ﹤0.01%
155
-35
339
$15K ﹤0.01%
213
+32
340
$15K ﹤0.01%
350
341
$15K ﹤0.01%
305
+5
342
$15K ﹤0.01%
1,000
+250
343
$15K ﹤0.01%
200
344
$14K ﹤0.01%
238
345
$14K ﹤0.01%
643
346
$14K ﹤0.01%
377
+77
347
$14K ﹤0.01%
1,100
348
$14K ﹤0.01%
300
-40
349
$14K ﹤0.01%
+125
350
$14K ﹤0.01%
200
12 13
14
15 16