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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.97M 0.53%
18,183
-275
52
$6.58M 0.5%
26,605
-355
53
$5.91M 0.45%
45,704
-23
54
$3.92M 0.3%
24,776
-32
55
$3.73M 0.28%
73,674
-2,599
56
$3.62M 0.28%
22,335
-980
57
$3.57M 0.27%
23,642
+379
58
$2.44M 0.18%
48,400
-2,500
59
$2.38M 0.18%
13,593
+66
60
$2.37M 0.18%
26,350
-700
61
$2.37M 0.18%
75,700
-3,393
62
$2.11M 0.16%
5,026
+138
63
$1.97M 0.15%
16,957
-948
64
$1.94M 0.15%
59,413
+11,928
65
$1.75M 0.13%
6,163
66
$1.58M 0.12%
12,887
67
$1.56M 0.12%
3,709
-33
68
$1.48M 0.11%
7,372
+127
69
$1.36M 0.1%
7,550
+141
70
$1.34M 0.1%
51,007
71
$1.32M 0.1%
13,548
+63
72
$1.3M 0.1%
2,482
-1,047
73
$1.25M 0.1%
2,252
+2
74
$1.25M 0.09%
1,704
75
$1.23M 0.09%
3,358
1 2
3
4 5