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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.09K ﹤0.01%
40
352
$2.97K ﹤0.01%
20
-32
353
$2.91K ﹤0.01%
8
-57
354
$2.9K ﹤0.01%
+10
355
$2.81K ﹤0.01%
+22
356
$2.75K ﹤0.01%
+28
357
$2.69K ﹤0.01%
73
358
$2.67K ﹤0.01%
70
359
$2.63K ﹤0.01%
+14
360
$2.56K ﹤0.01%
27
+17
361
$2.48K ﹤0.01%
3
362
$2.47K ﹤0.01%
42
363
$2.39K ﹤0.01%
50
364
$2.34K ﹤0.01%
9
365
$2.33K ﹤0.01%
16
366
$2.17K ﹤0.01%
50
-25
367
$2.12K ﹤0.01%
100
368
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37
369
$2.1K ﹤0.01%
+25
370
$1.93K ﹤0.01%
100
371
$1.92K ﹤0.01%
+15
372
$1.91K ﹤0.01%
22
-114
373
$1.9K ﹤0.01%
165
-90
374
$1.83K ﹤0.01%
+10
375
$1.75K ﹤0.01%
65
13 14
15
16 17