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
$1.12B
AUM Growth
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.31M 0.47%
246,504
+3
52
$4.09M 0.37%
188,857
+2
53
$3.97M 0.35%
24,572
54
$3.69M 0.33%
26,369
-1,019
55
$3.22M 0.29%
145,801
+5,706
56
$3.01M 0.27%
22,520
57
$2.72M 0.24%
122,496
+4,206
58
$2.64M 0.24%
60,175
59
$2.52M 0.22%
20,495
+410
60
$2.46M 0.22%
15,610
-495
61
$2.32M 0.21%
39,260
+785
62
$2.27M 0.2%
39,570
+835
63
$2.13M 0.19%
69,085
+1,615
64
$2.03M 0.18%
26,900
65
$1.93M 0.17%
6,836
-516
66
$1.92M 0.17%
32,233
+585
67
$1.91M 0.17%
12,688
68
$1.85M 0.17%
4,320
+275
69
$1.56M 0.14%
9,500
+120
70
$1.45M 0.13%
12,887
71
$1.33M 0.12%
4,857
+45
72
$1.33M 0.12%
40,600
73
$1.3M 0.12%
7,949
+100
74
$1.23M 0.11%
21,499
-407
75
$1.1M 0.1%
12,750
+48
1 2
3
4 5