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
401
$2.74K ﹤0.01%
10
402
$2.73K ﹤0.01%
20
403
$2.66K ﹤0.01%
3
404
$2.65K ﹤0.01%
90
405
$2.54K ﹤0.01%
50
406
$2.48K ﹤0.01%
9
407
$2.31K ﹤0.01%
35
408
$2.13K ﹤0.01%
100
409
$2.02K ﹤0.01%
50
410
$1.83K ﹤0.01%
+14
411
$1.8K ﹤0.01%
25
-13
412
$1.78K ﹤0.01%
+29
413
$1.72K ﹤0.01%
10
414
$1.64K ﹤0.01%
+15
415
$1.5K ﹤0.01%
+30
416
$1.43K ﹤0.01%
30
417
$1.42K ﹤0.01%
18
418
$1.42K ﹤0.01%
+20
419
$1.36K ﹤0.01%
7
420
$1.36K ﹤0.01%
+5
421
$1.29K ﹤0.01%
5
422
$1.21K ﹤0.01%
7
423
$1.17K ﹤0.01%
65
424
$1.17K ﹤0.01%
175
425
$1.08K ﹤0.01%
3
15 16
17
18 19