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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11K ﹤0.01%
+39
352
$10K ﹤0.01%
400
353
$10K ﹤0.01%
280
354
$10K ﹤0.01%
160
355
$10K ﹤0.01%
80
356
$10K ﹤0.01%
154
357
$10K ﹤0.01%
39
358
$9K ﹤0.01%
+33
359
$9K ﹤0.01%
2,000
360
$9K ﹤0.01%
2,500
361
$9K ﹤0.01%
30
362
$8K ﹤0.01%
+175
363
$8K ﹤0.01%
640
364
$8K ﹤0.01%
25
365
$8K ﹤0.01%
120
366
$7K ﹤0.01%
174
367
$7K ﹤0.01%
25
368
$6K ﹤0.01%
200
369
$6K ﹤0.01%
17
370
$6K ﹤0.01%
236
371
$6K ﹤0.01%
39
-36
372
$6K ﹤0.01%
88
373
$6K ﹤0.01%
175
374
$6K ﹤0.01%
75
375
$6K ﹤0.01%
500
13 14
15
16 17