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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6.64K ﹤0.01%
8,300
327
$6.46K ﹤0.01%
10
328
$6.4K ﹤0.01%
30
329
$6.38K ﹤0.01%
500
330
$6.17K ﹤0.01%
25
331
$6.04K ﹤0.01%
400
332
$6K ﹤0.01%
200
333
$5.65K ﹤0.01%
350
334
$5.54K ﹤0.01%
200
335
$5.53K ﹤0.01%
104
336
$5.49K ﹤0.01%
325
337
$5.45K ﹤0.01%
20
338
$5.2K ﹤0.01%
527
339
$4.77K ﹤0.01%
1,000
340
$4.59K ﹤0.01%
200
341
$4.33K ﹤0.01%
423
342
$4.15K ﹤0.01%
6
343
$4.11K ﹤0.01%
18
344
$3.95K ﹤0.01%
106
345
$3.61K ﹤0.01%
89
346
$3.61K ﹤0.01%
255
-95
347
$3.53K ﹤0.01%
200
-501
348
$3.21K ﹤0.01%
26
349
$3.13K ﹤0.01%
223
350
$3.08K ﹤0.01%
+30
12 13
14
15 16