AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$840K
3
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

1
+$34.3M
2
+$354K
3
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.99K ﹤0.01%
133
-267
402
$7.86K ﹤0.01%
+270
403
$7.84K ﹤0.01%
84
404
$7.8K ﹤0.01%
2,501
+1
405
$7.64K ﹤0.01%
23
-1
406
$7.37K ﹤0.01%
71
407
$6.89K ﹤0.01%
200
-264
408
$6.66K ﹤0.01%
27
409
$6.35K ﹤0.01%
1,000
410
$6.09K ﹤0.01%
10
411
$5.95K ﹤0.01%
40
412
$5.88K ﹤0.01%
+20
413
$5.72K ﹤0.01%
6
414
$5.71K ﹤0.01%
26
415
$5.59K ﹤0.01%
+40
416
$5.51K ﹤0.01%
24
-1
417
$5.49K ﹤0.01%
3,000
418
$5.33K ﹤0.01%
65
419
$5.3K ﹤0.01%
+53
420
$4.84K ﹤0.01%
89
421
$4.26K ﹤0.01%
25
422
$4.17K ﹤0.01%
+14
423
$4.16K ﹤0.01%
106
424
$4.14K ﹤0.01%
327
425
$3.99K ﹤0.01%
8
15 16
17
18 19