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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.84M 0.61%
40,856
52
$6.43M 0.58%
46,569
-200
53
$6.41M 0.57%
214,479
-2,601
54
$5.71M 0.51%
18,380
+263
55
$5.01M 0.45%
100,430
+7,155
56
$4.8M 0.43%
215,521
-29,985
57
$4.11M 0.37%
24,808
+504
58
$3.83M 0.34%
25,215
+275
59
$3.54M 0.32%
150,669
-7,700
60
$3.49M 0.31%
78,994
+2,282
61
$3.15M 0.28%
52,950
+950
62
$3.09M 0.28%
137,541
-2,150
63
$2.93M 0.26%
58,197
+800
64
$2.75M 0.25%
22,960
+600
65
$2.46M 0.22%
109,190
-1,500
66
$2.42M 0.22%
13,070
+350
67
$2.12M 0.19%
100,339
-4,300
68
$2.08M 0.19%
27,050
+150
69
$1.93M 0.17%
18,005
+550
70
$1.75M 0.16%
3,950
+145
71
$1.73M 0.16%
5,088
+1,415
72
$1.49M 0.13%
72,372
-1,200
73
$1.44M 0.13%
12,887
74
$1.39M 0.12%
4,072
+205
75
$1.38M 0.12%
6,198
-84,419
1 2
3
4 5