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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11.8K ﹤0.01%
400
327
$11.2K ﹤0.01%
100
328
$11.2K ﹤0.01%
68
+10
329
$11.1K ﹤0.01%
12
-28
330
$10.9K ﹤0.01%
110
331
$10.9K ﹤0.01%
28
332
$10.6K ﹤0.01%
120
333
$10.6K ﹤0.01%
2,500
334
$10.2K ﹤0.01%
30
335
$10.1K ﹤0.01%
75
-125
336
$10K ﹤0.01%
+152
337
$9.98K ﹤0.01%
246
338
$9.8K ﹤0.01%
+132
339
$9.66K ﹤0.01%
656
340
$9.62K ﹤0.01%
225
341
$9.54K ﹤0.01%
27
342
$9.27K ﹤0.01%
+106
343
$9.19K ﹤0.01%
400
344
$9.11K ﹤0.01%
+138
345
$9.06K ﹤0.01%
44
-108
346
$9K ﹤0.01%
100
347
$8.94K ﹤0.01%
45
-107
348
$8.86K ﹤0.01%
85
349
$8.79K ﹤0.01%
500
350
$8.68K ﹤0.01%
4,000
12 13
14
15 16