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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7.54K ﹤0.01%
35
327
$7.5K ﹤0.01%
200
328
$6.93K ﹤0.01%
500
329
$6.79K ﹤0.01%
104
330
$6.56K ﹤0.01%
37
-24
331
$6.29K ﹤0.01%
+25
332
$6.1K ﹤0.01%
6
333
$5.96K ﹤0.01%
1,000
334
$5.75K ﹤0.01%
84
+65
335
$5.13K ﹤0.01%
325
336
$4.99K ﹤0.01%
106
337
$4.84K ﹤0.01%
200
338
$4.79K ﹤0.01%
10
339
$4.49K ﹤0.01%
+8
340
$4.2K ﹤0.01%
352
341
$4.09K ﹤0.01%
44
342
$3.99K ﹤0.01%
+58
343
$3.83K ﹤0.01%
9
344
$3.78K ﹤0.01%
26
345
$3.71K ﹤0.01%
423
346
$3.64K ﹤0.01%
200
347
$3.51K ﹤0.01%
223
348
$3.4K ﹤0.01%
2,375
349
$3.3K ﹤0.01%
89
350
$3.27K ﹤0.01%
+12
12 13
14
15 16