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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$23.7M 1.61%
421,497
+19,574
27
$23.5M 1.59%
147,673
+1,219
28
$23M 1.56%
64,056
+294
29
$22.8M 1.55%
281,757
+495
30
$22.7M 1.55%
1,009,904
+70,204
31
$22.4M 1.52%
1,013,660
+71,685
32
$20.4M 1.39%
1,019,736
+58,486
33
$20.3M 1.38%
279,656
+5,566
34
$20.2M 1.37%
515,075
+19,887
35
$20.2M 1.37%
642,845
+7,989
36
$19.1M 1.3%
70,445
+1,530
37
$18.9M 1.28%
237,703
-504
38
$17.8M 1.21%
8,664
+236
39
$17.1M 1.16%
373,554
-2,322
40
$16.8M 1.15%
95,722
+215
41
$16.5M 1.12%
311,340
+29,440
42
$15.7M 1.07%
320,144
-960
43
$15.4M 1.05%
218,120
+16,695
44
$14.4M 0.98%
60,616
+3,640
45
$12.6M 0.85%
347,606
-36,370
46
$12.3M 0.83%
303,996
-33,615
47
$12.2M 0.83%
280,179
+5,161
48
$11.3M 0.77%
228,455
+17,740
49
$8.08M 0.55%
138,683
-168,675
50
$7.34M 0.5%
18,114
+1
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2
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