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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.65K ﹤0.01%
26
352
$3.49K ﹤0.01%
75
353
$3.44K ﹤0.01%
89
354
$3.2K ﹤0.01%
70
-5
355
$3.12K ﹤0.01%
+40
356
$3.1K ﹤0.01%
10
357
$3.08K ﹤0.01%
223
358
$2.63K ﹤0.01%
73
359
$2.61K ﹤0.01%
2,375
360
$2.42K ﹤0.01%
18
361
$2.42K ﹤0.01%
3
362
$2.26K ﹤0.01%
42
363
$2.19K ﹤0.01%
9
-2
364
$2.09K ﹤0.01%
100
-22
365
$2.08K ﹤0.01%
100
366
$2.07K ﹤0.01%
17
367
$2.04K ﹤0.01%
42
368
$2.03K ﹤0.01%
16
369
$2.01K ﹤0.01%
+50
370
$1.98K ﹤0.01%
13
371
$1.81K ﹤0.01%
21
372
$1.59K ﹤0.01%
175
373
$1.57K ﹤0.01%
30
374
$1.33K ﹤0.01%
9
-21
375
$1.25K ﹤0.01%
500
13 14
15
16 17