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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.43%
240,531
-5,973
52
$4.28M 0.36%
26,176
-193
53
$4.21M 0.35%
24,607
+35
54
$3.94M 0.33%
183,533
-5,324
55
$3.81M 0.32%
174,756
+28,955
56
$3.28M 0.27%
22,640
+120
57
$3.04M 0.25%
138,755
+16,259
58
$2.57M 0.22%
14,695
-915
59
$2.46M 0.21%
55,175
-5,000
60
$2.39M 0.2%
38,355
-1,215
61
$2.39M 0.2%
38,555
-705
62
$2.39M 0.2%
7,101
+265
63
$2.35M 0.2%
68,165
-920
64
$2.3M 0.19%
26,900
65
$2.21M 0.19%
12,720
+32
66
$2.11M 0.18%
84,165
+53,090
67
$1.92M 0.16%
4,045
-275
68
$1.76M 0.15%
12,887
69
$1.76M 0.15%
31,280
-953
70
$1.64M 0.14%
+84,380
71
$1.54M 0.13%
9,220
-280
72
$1.5M 0.13%
29,635
+10,950
73
$1.49M 0.12%
4,987
+130
74
$1.43M 0.12%
40,600
75
$1.39M 0.12%
23,489
-20
1 2
3
4 5