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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.2M 1.68%
1,293,090
+11,215
27
$22.1M 1.68%
128,916
+929
28
$21.5M 1.63%
396,873
+35,720
29
$20.3M 1.54%
926,905
+105,095
30
$20.1M 1.53%
273,308
-71,258
31
$19.9M 1.51%
926,690
+104,770
32
$18.7M 1.42%
241,840
-2,870
33
$18.5M 1.4%
952,675
+114,350
34
$18.5M 1.4%
146,454
+3,387
35
$17.7M 1.34%
309,110
-7,368
36
$17.6M 1.33%
628,856
+21,483
37
$17M 1.29%
66,890
+983
38
$17M 1.29%
282,369
+6,762
39
$16.8M 1.27%
379,076
+9,651
40
$15.7M 1.19%
321,027
+17,445
41
$14.6M 1.11%
63,597
+3,725
42
$14.2M 1.08%
95,432
+3,467
43
$13.3M 1.01%
339,846
-6,049
44
$13.2M 1%
386,196
-7,001
45
$13.1M 0.99%
198,990
+25,290
46
$12.3M 0.94%
239,070
+225,710
47
$12.1M 0.92%
56,736
+2,693
48
$11.8M 0.9%
278,250
+3,420
49
$8.48M 0.64%
175,740
+167,470
50
$7.1M 0.54%
40,856
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