AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
-3.04%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.01B
AUM Growth
-$17.6M
(-1.7%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
29.84%
Holding
410
New
10
Increased
50
Reduced
72
Closed
29
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$14.6M |
| 2 |
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
|
+$10.9M |
| 3 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$9.16M |
| 4 |
Palantir
PLTR
|
+$9.11M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$8.95M |
Top Sells
Sector Composition
| 1 | Healthcare | 17.32% |
| 2 | Technology | 17.15% |
| 3 | Financials | 11.34% |
| 4 | Industrials | 10.78% |
| 5 | Consumer Discretionary | 5.06% |
