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
426
$3.98K ﹤0.01%
90
427
$3.85K ﹤0.01%
200
428
$3.65K ﹤0.01%
28
429
$3.35K ﹤0.01%
28
430
$3.21K ﹤0.01%
16
431
$3.12K ﹤0.01%
50
432
$3.07K ﹤0.01%
57
433
$3K ﹤0.01%
+45
434
$2.94K ﹤0.01%
1,500
-2,500
435
$2.84K ﹤0.01%
50
436
$2.63K ﹤0.01%
100
437
$2.59K ﹤0.01%
30
438
$2.58K ﹤0.01%
100
439
$2.52K ﹤0.01%
50
440
$2.49K ﹤0.01%
37
441
$2.43K ﹤0.01%
73
442
$2.36K ﹤0.01%
10
443
$2.33K ﹤0.01%
52
444
$2.31K ﹤0.01%
8
445
$2.3K ﹤0.01%
325
446
$2.07K ﹤0.01%
46
447
$2.02K ﹤0.01%
204
448
$1.85K ﹤0.01%
19
449
$1.78K ﹤0.01%
24
450
$1.67K ﹤0.01%
20
16 17
18
19 20