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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8.63K ﹤0.01%
25
352
$8.59K ﹤0.01%
100
353
$8.07K ﹤0.01%
104
354
$7.79K ﹤0.01%
+322
355
$7.72K ﹤0.01%
35
356
$7.62K ﹤0.01%
+348
357
$7.54K ﹤0.01%
31
-50
358
$7.26K ﹤0.01%
+93
359
$7.2K ﹤0.01%
+20
360
$7.19K ﹤0.01%
100
361
$7.03K ﹤0.01%
84
-138
362
$6.51K ﹤0.01%
24
+1
363
$6.46K ﹤0.01%
350
364
$6.3K ﹤0.01%
2
-10
365
$6.24K ﹤0.01%
185
366
$6.23K ﹤0.01%
6
367
$5.91K ﹤0.01%
+59
368
$5.84K ﹤0.01%
1,000
369
$5.81K ﹤0.01%
29
-3
370
$5.81K ﹤0.01%
11
+1
371
$5.77K ﹤0.01%
37
372
$5.76K ﹤0.01%
127
-10
373
$5.74K ﹤0.01%
42
+24
374
$5.71K ﹤0.01%
4
+3
375
$5.69K ﹤0.01%
59
-5
13 14
15
16 17