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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
150
377
$10K ﹤0.01%
39
378
$10K ﹤0.01%
30
379
$9K ﹤0.01%
236
380
$9K ﹤0.01%
228
+53
381
$9K ﹤0.01%
2,000
382
$9K ﹤0.01%
120
383
$8K ﹤0.01%
174
384
$8K ﹤0.01%
+35
385
$8K ﹤0.01%
640
386
$8K ﹤0.01%
25
387
$8K ﹤0.01%
25
388
$7K ﹤0.01%
+350
389
$7K ﹤0.01%
17
390
$7K ﹤0.01%
75
391
$7K ﹤0.01%
70
392
$7K ﹤0.01%
2,500
393
$7K ﹤0.01%
200
394
$6K ﹤0.01%
200
395
$6K ﹤0.01%
175
396
$6K ﹤0.01%
500
397
$6K ﹤0.01%
234
+83
398
$5K ﹤0.01%
66
399
$5K ﹤0.01%
122
400
$5K ﹤0.01%
220
14 15
16
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