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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.9M 1.51%
313,923
+44,303
27
$16.8M 1.5%
345,488
+29,573
28
$16.1M 1.44%
157,921
+959
29
$15.8M 1.41%
125,267
+243
30
$15.7M 1.4%
334,662
-5,642
31
$15.3M 1.37%
67,730
+1,180
32
$14.9M 1.33%
604,358
+6,395
33
$14.4M 1.29%
162,470
+2,090
34
$14.4M 1.28%
274,161
+9,096
35
$13.9M 1.25%
324,697
+8,456
36
$13.1M 1.18%
419,279
-5,934
37
$13M 1.16%
58,989
+430
38
$12.1M 1.08%
363,782
-5,256
39
$11.9M 1.06%
41,702
+1,014
40
$11.3M 1.01%
113,380
+8,065
41
$10.7M 0.96%
141,960
+2,360
42
$10.5M 0.94%
53,643
+570
43
$10.3M 0.92%
204,745
+4,770
44
$9.81M 0.88%
236,697
+3,425
45
$9.62M 0.86%
201,210
-16,864
46
$9.48M 0.85%
90,923
+858
47
$9.38M 0.84%
163,025
+25,590
48
$8.59M 0.77%
173,028
-2,850
49
$7.64M 0.68%
167,054
+3,205
50
$7.17M 0.64%
27,153
+75
1
2
3 4 5