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
451
$1.61K ﹤0.01%
5
452
$1.5K ﹤0.01%
18
453
$1.42K ﹤0.01%
10
454
$1.34K ﹤0.01%
13
455
$1.33K ﹤0.01%
175
456
$1.32K ﹤0.01%
1
457
$1.27K ﹤0.01%
30
458
$1.18K ﹤0.01%
4
459
$1.15K ﹤0.01%
50
-1,500
460
$1.07K ﹤0.01%
15
461
$1K ﹤0.01%
7
462
$956 ﹤0.01%
18
463
$935 ﹤0.01%
500
464
$903 ﹤0.01%
12
465
$890 ﹤0.01%
5
466
$827 ﹤0.01%
10
467
$702 ﹤0.01%
5
468
$701 ﹤0.01%
5
469
$674 ﹤0.01%
5
470
$473 ﹤0.01%
10
-306
471
$464 ﹤0.01%
10
472
$160 ﹤0.01%
5
473
$160 ﹤0.01%
2
474
$145 ﹤0.01%
50
475
$137 ﹤0.01%
1
17 18
19
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