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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$5.55K ﹤0.01%
+197
377
$5.29K ﹤0.01%
106
378
$5.22K ﹤0.01%
26
+2
379
$5.01K ﹤0.01%
+77
380
$4.82K ﹤0.01%
44
381
$4.71K ﹤0.01%
327
-1,204
382
$4.51K ﹤0.01%
325
383
$4.45K ﹤0.01%
8
384
$3.93K ﹤0.01%
26
385
$3.77K ﹤0.01%
200
386
$3.58K ﹤0.01%
223
387
$3.4K ﹤0.01%
423
388
$3.26K ﹤0.01%
89
389
$3.24K ﹤0.01%
+30
390
$3.21K ﹤0.01%
40
391
$3.1K ﹤0.01%
70
392
$3.06K ﹤0.01%
+38
393
$3.06K ﹤0.01%
30
-65
394
$2.99K ﹤0.01%
28
395
$2.91K ﹤0.01%
16
396
$2.89K ﹤0.01%
28
397
$2.87K ﹤0.01%
+18
398
$2.87K ﹤0.01%
247
399
$2.8K ﹤0.01%
73
400
$2.77K ﹤0.01%
8
14 15
16
17 18