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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 1.68%
1,211,899
-1,732
27
$18.9M 1.53%
244,710
+425
28
$18.6M 1.5%
361,153
+9,195
29
$18.5M 1.49%
143,067
+735
30
$18.3M 1.48%
821,810
+31,905
31
$17.9M 1.45%
165,530
+1,650
32
$17.9M 1.45%
821,920
+31,680
33
$16.8M 1.36%
477,060
+476,660
34
$16.5M 1.34%
838,325
+41,200
35
$16.3M 1.32%
316,478
+3,562
36
$16.3M 1.32%
369,425
+2,079
37
$15.8M 1.27%
607,373
+1,350
38
$14.8M 1.2%
165,144
+1,173
39
$14.7M 1.19%
65,907
+271
40
$14.6M 1.18%
303,582
+2,736
41
$14.5M 1.17%
275,607
+816
42
$13.2M 1.06%
59,872
+303
43
$12.8M 1.04%
393,197
-15,653
44
$11.9M 0.96%
345,895
-10,268
45
$11.8M 0.96%
91,965
+522
46
$11.6M 0.94%
274,830
-3,090
47
$11.4M 0.92%
54,043
-160
48
$10.9M 0.88%
173,700
+5,170
49
$10.8M 0.87%
41,596
-40
50
$6.68M 0.54%
40,856
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