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
401
$391 ﹤0.01%
10
402
$358 ﹤0.01%
4
403
$250 ﹤0.01%
18
-1
404
$222 ﹤0.01%
50
405
$192 ﹤0.01%
13
406
$146 ﹤0.01%
+5
407
$121 ﹤0.01%
2
408
$106 ﹤0.01%
1
409
$44 ﹤0.01%
1
410
$41 ﹤0.01%
20
411
$37 ﹤0.01%
1,000
412
$31 ﹤0.01%
2
413
$10 ﹤0.01%
4
414
$9 ﹤0.01%
1
415
– –
0
416
– –
-1,200
417
– –
-21
418
– –
-18
419
– –
-143
420
– –
-12
421
– –
-5,000
422
– –
-5,075
423
– –
-793
424
– –
-3,400
425
– –
-317
14 15 16
17
18