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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.73K ﹤0.01%
+35
377
$1.7K ﹤0.01%
+7
378
$1.64K ﹤0.01%
+4
379
$1.63K ﹤0.01%
+11
380
$1.63K ﹤0.01%
9
381
$1.62K ﹤0.01%
8
-41,588
382
$1.5K ﹤0.01%
30
383
$1.43K ﹤0.01%
500
384
$1.39K ﹤0.01%
+7
385
$1.36K ﹤0.01%
5
386
$1.34K ﹤0.01%
+8
387
$1.34K ﹤0.01%
+18
388
$1.23K ﹤0.01%
+1
389
$1.07K ﹤0.01%
3
-39
390
$1.07K ﹤0.01%
+7
391
$1.05K ﹤0.01%
+12
392
$1K ﹤0.01%
50
-10
393
$971 ﹤0.01%
1
394
$922 ﹤0.01%
20
395
$878 ﹤0.01%
4
396
$788 ﹤0.01%
175
397
$733 ﹤0.01%
2
398
$724 ﹤0.01%
+10
399
$690 ﹤0.01%
5
400
$476 ﹤0.01%
100
14 15
16
17 18