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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
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
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

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%
+66
378
$5K ﹤0.01%
100
379
$5K ﹤0.01%
220
380
$5K ﹤0.01%
44
381
$5K ﹤0.01%
70
382
$5K ﹤0.01%
65
383
$5K ﹤0.01%
340
384
$5K ﹤0.01%
+100
385
$4K ﹤0.01%
18
386
$4K ﹤0.01%
37
387
$4K ﹤0.01%
+70
388
$4K ﹤0.01%
122
389
$4K ﹤0.01%
150
390
$4K ﹤0.01%
739
391
$4K ﹤0.01%
145
392
$4K ﹤0.01%
73
393
$4K ﹤0.01%
21
394
$4K ﹤0.01%
151
395
$4K ﹤0.01%
1,000
396
$3K ﹤0.01%
141
397
$3K ﹤0.01%
30
398
$3K ﹤0.01%
26
399
$3K ﹤0.01%
+120
400
$3K ﹤0.01%
34
14 15
16
17 18