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
451
$435 ﹤0.01%
+4
452
$433 ﹤0.01%
+5
453
$432 ﹤0.01%
+8
454
$430 ﹤0.01%
+3
455
$418 ﹤0.01%
+15
456
$412 ﹤0.01%
+28
457
$357 ﹤0.01%
+2
458
$283 ﹤0.01%
13
459
$271 ﹤0.01%
+1
460
$172 ﹤0.01%
+2
461
$149 ﹤0.01%
5
462
$142 ﹤0.01%
50
463
$132 ﹤0.01%
1
464
$127 ﹤0.01%
2
465
$116 ﹤0.01%
1
466
$105 ﹤0.01%
18
467
$76 ﹤0.01%
100
468
$45 ﹤0.01%
1
469
$22 ﹤0.01%
20
470
$8 ﹤0.01%
4
471
$5 ﹤0.01%
1
472
– –
0
473
– –
-44
474
– –
-18
475
– –
-216
16 17 18
19
20