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
426
$1.06K ﹤0.01%
500
427
$1.06K ﹤0.01%
10
428
$1.05K ﹤0.01%
50
429
$1.03K ﹤0.01%
+29
430
$1.01K ﹤0.01%
12
431
$1.01K ﹤0.01%
+2
432
$982 ﹤0.01%
10
433
$970 ﹤0.01%
5
-3
434
$917 ﹤0.01%
+4
435
$895 ﹤0.01%
+1
436
$887 ﹤0.01%
+4
437
$866 ﹤0.01%
+7
438
$850 ﹤0.01%
+35
439
$834 ﹤0.01%
1
440
$833 ﹤0.01%
+2
441
$830 ﹤0.01%
+7
442
$819 ﹤0.01%
+17
443
$811 ﹤0.01%
+18
444
$802 ﹤0.01%
+8
445
$791 ﹤0.01%
+3
446
$673 ﹤0.01%
40
447
$589 ﹤0.01%
+5
448
$577 ﹤0.01%
5
449
$560 ﹤0.01%
+4
450
$489 ﹤0.01%
10
16 17
18
19 20