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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.65K ﹤0.01%
+26
352
$3.54K ﹤0.01%
325
353
$3.45K ﹤0.01%
26
354
$3.29K ﹤0.01%
10
355
$3.14K ﹤0.01%
+18
356
$2.83K ﹤0.01%
223
357
$2.82K ﹤0.01%
70
358
$2.81K ﹤0.01%
+7
359
$2.74K ﹤0.01%
450
360
$2.73K ﹤0.01%
18
361
$2.72K ﹤0.01%
+44
362
$2.59K ﹤0.01%
+73
363
$2.53K ﹤0.01%
17
364
$2.39K ﹤0.01%
100
365
$2.39K ﹤0.01%
+21
366
$2.35K ﹤0.01%
+3
367
$2.2K ﹤0.01%
+1,350
368
$2.19K ﹤0.01%
+42
369
$2.14K ﹤0.01%
42
370
$1.98K ﹤0.01%
21
371
$1.93K ﹤0.01%
1,000
372
$1.84K ﹤0.01%
+9
373
$1.75K ﹤0.01%
16
374
$1.7K ﹤0.01%
48
375
$1.7K ﹤0.01%
500
12 13 14
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