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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.93K ﹤0.01%
165
-275
352
$2.9K ﹤0.01%
44
353
$2.86K ﹤0.01%
10
354
$2.69K ﹤0.01%
18
355
$2.56K ﹤0.01%
7
356
$2.54K ﹤0.01%
21
357
$2.54K ﹤0.01%
122
-53,314
358
$2.46K ﹤0.01%
73
359
$2.35K ﹤0.01%
2,375
+1,025
360
$2.32K ﹤0.01%
18
361
$2.28K ﹤0.01%
11
+2
362
$2.27K ﹤0.01%
17
363
$2.18K ﹤0.01%
3
364
$2.17K ﹤0.01%
75
+5
365
$2.15K ﹤0.01%
100
366
$2.13K ﹤0.01%
+75
367
$2.12K ﹤0.01%
42
368
$2.08K ﹤0.01%
42
369
$1.9K ﹤0.01%
13
370
$1.81K ﹤0.01%
21
371
$1.7K ﹤0.01%
16
372
$1.61K ﹤0.01%
48
373
$1.58K ﹤0.01%
175
374
$1.56K ﹤0.01%
+20
375
$1.46K ﹤0.01%
500
13 14
15
16 17