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
401
$135 ﹤0.01%
100
402
$133 ﹤0.01%
3
-597
403
$121 ﹤0.01%
1
404
$121 ﹤0.01%
2
405
$118 ﹤0.01%
+3
406
$92 ﹤0.01%
+5
407
$88 ﹤0.01%
19
408
$88 ﹤0.01%
1
409
$82 ﹤0.01%
+1
410
$74 ﹤0.01%
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411
$74 ﹤0.01%
20
412
$70 ﹤0.01%
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413
$69 ﹤0.01%
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414
$50 ﹤0.01%
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415
$45 ﹤0.01%
+5
416
$45 ﹤0.01%
3
417
$37 ﹤0.01%
+2
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$36 ﹤0.01%
+5
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$29 ﹤0.01%
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$15 ﹤0.01%
2
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$14 ﹤0.01%
+5
422
$10 ﹤0.01%
4
423
– –
0
424
– –
0
425
$6 ﹤0.01%
+9
14 15 16
17
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