AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
+$5.71M
2
+$4.24M
3
+$3.06M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.57M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.56M

Top Sells

1
+$9.48M
2
+$1.31M
3
+$1.27M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$416K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$228K

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
476
– –
-680
477
– –
-1,265
478
– –
-232
479
– –
-630
480
– –
-200
481
– –
-100
482
– –
-200
483
– –
-1,427
484
– –
-40
485
– –
-45
486
– –
-25
487
– –
-2,375
488
– –
-600
489
– –
-2,073
490
– –
-44
491
– –
-18
492
– –
-216
16 17 18 19
20