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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.7K ﹤0.01%
175
377
$1.38K ﹤0.01%
+13
378
$1.36K ﹤0.01%
65
379
$1.32K ﹤0.01%
30
380
$1.23K ﹤0.01%
5
381
$688 ﹤0.01%
7
382
$669 ﹤0.01%
20
383
$497 ﹤0.01%
50
384
$472 ﹤0.01%
5
385
$319 ﹤0.01%
10
386
$316 ﹤0.01%
1
387
$215 ﹤0.01%
100
388
$125 ﹤0.01%
2
389
$101 ﹤0.01%
19
390
$96 ﹤0.01%
1
391
$96 ﹤0.01%
20
392
$92 ﹤0.01%
1
393
$40 ﹤0.01%
3
394
– –
0
395
$8 ﹤0.01%
2
396
$7 ﹤0.01%
4
397
– –
-23
398
– –
-3,315
12 13 14 15
16