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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 0.53%
26,960
-75
52
$6.4M 0.52%
18,458
+78
53
$5.56M 0.45%
45,727
-500
54
$3.89M 0.31%
24,808
55
$3.88M 0.31%
76,273
-2,721
56
$3.42M 0.28%
23,315
-150
57
$3.25M 0.26%
23,263
+303
58
$2.55M 0.21%
50,900
-2,050
59
$2.43M 0.2%
79,093
-4,673
60
$2.3M 0.19%
13,527
+457
61
$2.16M 0.17%
27,050
62
$1.84M 0.15%
4,888
-250
63
$1.79M 0.14%
17,905
-100
64
$1.78M 0.14%
6,163
-35
65
$1.68M 0.14%
3,529
+79
66
$1.53M 0.12%
12,887
67
$1.41M 0.11%
47,485
+6,205
68
$1.33M 0.11%
3,742
-185
69
$1.32M 0.11%
26,550
70
$1.23M 0.1%
7,245
-200
71
$1.2M 0.1%
2,513
+257
72
$1.17M 0.09%
51,007
73
$1.17M 0.09%
33,100
74
$1.13M 0.09%
13,485
-233
75
$1.13M 0.09%
7,409
-831
1 2
3
4 5