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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.21K ﹤0.01%
5
377
$1.17K ﹤0.01%
60
-105
378
$1.1K ﹤0.01%
+19
379
$884 ﹤0.01%
65
380
$811 ﹤0.01%
+4
381
$774 ﹤0.01%
+10
382
$757 ﹤0.01%
+1
383
$740 ﹤0.01%
20
384
$659 ﹤0.01%
5
385
$514 ﹤0.01%
2
386
$413 ﹤0.01%
1,000
387
$381 ﹤0.01%
4
388
$362 ﹤0.01%
+12
389
$362 ﹤0.01%
10
390
$360 ﹤0.01%
+13
391
$318 ﹤0.01%
50
392
$290 ﹤0.01%
100
393
$134 ﹤0.01%
1
394
$130 ﹤0.01%
2
395
$115 ﹤0.01%
19
396
$98 ﹤0.01%
1
397
$43 ﹤0.01%
+1
398
$43 ﹤0.01%
20
399
$39 ﹤0.01%
2
400
$10 ﹤0.01%
4
14 15
16
17 18