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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.4M 1.61%
244,285
+102,325
27
$18.2M 1.59%
52,320
+145
28
$17M 1.49%
+789,905
29
$16.9M 1.49%
351,958
+6,470
30
$16.6M 1.45%
+790,240
31
$16.2M 1.42%
163,971
+6,050
32
$15.5M 1.36%
142,332
+900
33
$15.5M 1.36%
367,346
+42,649
34
$15.3M 1.34%
124,867
-400
35
$15.1M 1.32%
163,880
+1,410
36
$15.1M 1.32%
+797,125
37
$14.8M 1.3%
606,023
+1,665
38
$14.6M 1.28%
274,791
+630
39
$14.3M 1.25%
300,846
-80,068
40
$13.9M 1.22%
312,916
-21,746
41
$13.6M 1.2%
65,636
-2,094
42
$13.5M 1.18%
59,569
+580
43
$12.3M 1.08%
408,850
-10,429
44
$11.4M 1%
277,920
+41,223
45
$11.2M 0.98%
356,163
-7,619
46
$10.7M 0.94%
41,636
-66
47
$9.75M 0.85%
168,530
+5,505
48
$9.62M 0.84%
91,443
+520
49
$9.44M 0.83%
54,203
+560
50
$6.99M 0.61%
27,035
-118
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