AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-1.62%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.14B
AUM Growth
+$22.7M
(+2%)
Cap. Flow
+$47M
Cap. Flow
% of AUM
4.12%
Top 10 Holdings %
Top 10 Hldgs %
28.71%
Holding
437
New
40
Increased
37
Reduced
76
Closed
12
Top Buys
Top Sells
| 1 |
Janus Henderson Short Duration Income ETF
VNLA
|
$8.61M |
| 2 |
Invesco Ultra Short Duration ETF
GSY
|
$7.28M |
| 3 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$6.57M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$4.53M |
| 5 |
United Rentals
URI
|
$4.06M |
Sector Composition
| 1 | Healthcare | 17.73% |
| 2 | Technology | 16.9% |
| 3 | Financials | 11.12% |
| 4 | Industrials | 8.41% |
| 5 | Consumer Discretionary | 5.9% |
