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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.3M 1.63%
697,880
+24,125
27
$17.7M 1.58%
332,832
-2,725
28
$17.6M 1.57%
349,830
-1,245
29
$17.1M 1.53%
28,302
+126
30
$17.1M 1.53%
203,684
+8,407
31
$17.1M 1.52%
158,403
+7,673
32
$15.2M 1.36%
217,942
+3,300
33
$13M 1.16%
135,392
+1,572
34
$12.7M 1.13%
326,386
+10,638
35
$12.5M 1.12%
58,900
+1,056
36
$12.2M 1.09%
59,965
+570
37
$11.8M 1.06%
542,457
+9,588
38
$11.4M 1.01%
40,171
+353
39
$10.7M 0.96%
231,363
+1,791
40
$10.5M 0.94%
415,516
+5,770
41
$10.5M 0.94%
451,008
+6,247
42
$9.75M 0.87%
212,926
+3,060
43
$9.07M 0.81%
41,179
+306
44
$8.75M 0.78%
24,284
+206
45
$8.2M 0.73%
327,489
+5,494
46
$7.5M 0.67%
31,288
-262
47
$7.23M 0.65%
44,056
-200
48
$7.13M 0.64%
53,848
49
$6.17M 0.55%
18,790
50
$6.14M 0.55%
249,729
+5,779
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