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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.17M 0.54%
40,856
52
$5.59M 0.49%
46,227
-342
53
$5.55M 0.49%
18,380
54
$3.86M 0.34%
24,808
55
$3.44M 0.3%
78,994
56
$3.42M 0.3%
23,465
-1,750
57
$3M 0.26%
22,960
58
$2.64M 0.23%
52,950
-47,480
59
$2.4M 0.21%
83,766
-130,713
60
$2.21M 0.19%
13,070
61
$2.12M 0.19%
18,005
62
$1.92M 0.17%
27,050
63
$1.67M 0.15%
6,198
64
$1.62M 0.14%
5,138
+50
65
$1.49M 0.13%
12,887
66
$1.47M 0.13%
3,450
-500
67
$1.38M 0.12%
3,927
-145
68
$1.32M 0.12%
26,550
-146,478
69
$1.28M 0.11%
10,547
70
$1.11M 0.1%
4,625
71
$1.11M 0.1%
18,675
-34,275
72
$1.11M 0.1%
+41,280
73
$1.08M 0.09%
7,445
-500
74
$1.05M 0.09%
51,007
75
$1.05M 0.09%
8,240
1 2
3
4 5