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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.98M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.12M
2
+$4.7M
3
+$1.26M
4
LMT icon
Lockheed Martin
LMT
+$905K
5
URI icon
United Rentals
URI
+$588K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
200
-600
377
$5K ﹤0.01%
44
378
$5K ﹤0.01%
+66
379
$5K ﹤0.01%
100
380
$5K ﹤0.01%
220
381
$5K ﹤0.01%
+100
382
$5K ﹤0.01%
70
383
$5K ﹤0.01%
65
384
$5K ﹤0.01%
340
385
$4K ﹤0.01%
150
386
$4K ﹤0.01%
739
387
$4K ﹤0.01%
145
388
$4K ﹤0.01%
73
389
$4K ﹤0.01%
21
390
$4K ﹤0.01%
151
391
$4K ﹤0.01%
1,000
392
$4K ﹤0.01%
18
393
$4K ﹤0.01%
37
394
$4K ﹤0.01%
+70
395
$4K ﹤0.01%
122
396
$3K ﹤0.01%
65
397
$3K ﹤0.01%
80
398
$3K ﹤0.01%
10
399
$3K ﹤0.01%
25
400
$3K ﹤0.01%
42
14 15
16
17 18