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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.26K ﹤0.01%
5
377
$1.19K ﹤0.01%
30
378
$1.11K ﹤0.01%
+50
379
$1.03K ﹤0.01%
1,000
380
$1.03K ﹤0.01%
65
381
$574 ﹤0.01%
20
382
$563 ﹤0.01%
5
383
$503 ﹤0.01%
+3
384
$493 ﹤0.01%
+1
385
$469 ﹤0.01%
+5
386
$455 ﹤0.01%
7
387
$399 ﹤0.01%
1
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$377 ﹤0.01%
+2
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$360 ﹤0.01%
+2
390
$355 ﹤0.01%
10
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$350 ﹤0.01%
+5
392
$276 ﹤0.01%
+4
393
$249 ﹤0.01%
+5
394
$246 ﹤0.01%
50
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$229 ﹤0.01%
+5
396
$206 ﹤0.01%
+5
397
$194 ﹤0.01%
+3
398
$184 ﹤0.01%
+2
399
$170 ﹤0.01%
+4
400
$147 ﹤0.01%
+2
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