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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.03K ﹤0.01%
50
327
$7.96K ﹤0.01%
440
328
$7.41K ﹤0.01%
100
329
$7.34K ﹤0.01%
39
330
$7.09K ﹤0.01%
+104
331
$6.91K ﹤0.01%
10
332
$6.84K ﹤0.01%
350
333
$6.82K ﹤0.01%
640
334
$6.49K ﹤0.01%
35
335
$6.35K ﹤0.01%
25
336
$6.29K ﹤0.01%
500
337
$6.17K ﹤0.01%
1,000
338
$6.1K ﹤0.01%
200
339
$6.04K ﹤0.01%
66
340
$6.03K ﹤0.01%
30
341
$5.9K ﹤0.01%
200
342
$5.66K ﹤0.01%
20
343
$5.31K ﹤0.01%
400
344
$5.26K ﹤0.01%
527
+148
345
$4.81K ﹤0.01%
200
346
$4.73K ﹤0.01%
+6
347
$4.41K ﹤0.01%
18
348
$4.24K ﹤0.01%
+106
349
$4.17K ﹤0.01%
423
350
$3.66K ﹤0.01%
+89
12 13
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