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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.02K ﹤0.01%
200
327
$7.93K ﹤0.01%
85
-205
328
$7.87K ﹤0.01%
100
329
$7.71K ﹤0.01%
66
330
$7.39K ﹤0.01%
39
331
$7.37K ﹤0.01%
35
332
$7.28K ﹤0.01%
2,000
333
$7.25K ﹤0.01%
500
334
$6.77K ﹤0.01%
25
335
$6.45K ﹤0.01%
1,000
336
$6K ﹤0.01%
104
337
$5.48K ﹤0.01%
4,000
-14,241
338
$5.2K ﹤0.01%
200
339
$5.02K ﹤0.01%
200
340
$4.97K ﹤0.01%
6
341
$4.68K ﹤0.01%
10
-20
342
$4.63K ﹤0.01%
325
343
$4.51K ﹤0.01%
106
344
$4.31K ﹤0.01%
18
345
$4.31K ﹤0.01%
23
+5
346
$4.14K ﹤0.01%
255
347
$3.96K ﹤0.01%
9
+2
348
$3.94K ﹤0.01%
423
349
$3.81K ﹤0.01%
352
-175
350
$3.76K ﹤0.01%
44
12 13
14
15 16