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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K ﹤0.01%
175
352
$14K ﹤0.01%
324
-276
353
$13K ﹤0.01%
247
354
$13K ﹤0.01%
56
355
$13K ﹤0.01%
+20
356
$13K ﹤0.01%
75
+36
357
$13K ﹤0.01%
71
+50
358
$13K ﹤0.01%
750
359
$12K ﹤0.01%
200
360
$12K ﹤0.01%
48
+15
361
$12K ﹤0.01%
296
362
$12K ﹤0.01%
280
363
$12K ﹤0.01%
50
364
$11K ﹤0.01%
+27
365
$11K ﹤0.01%
400
366
$11K ﹤0.01%
400
367
$11K ﹤0.01%
+599
368
$11K ﹤0.01%
300
369
$11K ﹤0.01%
200
370
$11K ﹤0.01%
80
371
$11K ﹤0.01%
154
372
$11K ﹤0.01%
39
373
$11K ﹤0.01%
+300
374
$10K ﹤0.01%
160
375
$10K ﹤0.01%
200
13 14
15
16 17