AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-2.15%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.16B
AUM Growth
-$36.6M
(-3.1%)
Cap. Flow
+$2.59M
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
31.56%
Holding
473
New
15
Increased
56
Reduced
96
Closed
28
Top Buys
| 1 |
Janus Henderson B-BBB CLO ETF
JBBB
|
$22.4M |
| 2 |
PayPal
PYPL
|
$10.7M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
$1.24M |
| 4 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$1.19M |
| 5 |
D.R. Horton
DHI
|
$696K |
Top Sells
Sector Composition
| 1 | Technology | 16.56% |
| 2 | Healthcare | 14.93% |
| 3 | Financials | 11.95% |
| 4 | Industrials | 11.86% |
| 5 | Consumer Discretionary | 4.78% |
