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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
423
402
$5K ﹤0.01%
88
403
$5K ﹤0.01%
65
404
$5K ﹤0.01%
340
405
$4K ﹤0.01%
100
406
$4K ﹤0.01%
+60
407
$4K ﹤0.01%
18
408
$4K ﹤0.01%
37
409
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57
410
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18
411
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20
412
$4K ﹤0.01%
150
413
$4K ﹤0.01%
739
414
$4K ﹤0.01%
145
415
$4K ﹤0.01%
42
416
$4K ﹤0.01%
17
417
$4K ﹤0.01%
+26
418
$3K ﹤0.01%
141
419
$3K ﹤0.01%
30
420
$3K ﹤0.01%
34
421
$3K ﹤0.01%
300
422
$3K ﹤0.01%
+50
423
$3K ﹤0.01%
+172
424
$3K ﹤0.01%
202
425
$3K ﹤0.01%
50
-50
15 16
17
18 19