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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3K ﹤0.01%
65
427
$3K ﹤0.01%
85
-350
428
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10
429
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50
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430
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+51
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73
432
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105
433
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50
434
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1,000
435
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436
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7
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+25
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50
447
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+2
449
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5
450
$1K ﹤0.01%
50
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