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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1K ﹤0.01%
16
427
$0 ﹤0.01%
2
428
– –
-1,200
429
– –
-118
430
– –
-172
431
– –
-203
432
– –
-295
433
– –
-700
434
– –
-48
435
– –
-146
436
– –
-96
437
$0 ﹤0.01%
7
438
– –
-34
439
– –
-24
440
– –
-169
441
$0 ﹤0.01%
4
442
$0 ﹤0.01%
20
443
– –
0
444
– –
-131
445
– –
-140
446
$0 ﹤0.01%
3
447
– –
-160
14 15 16 17
18