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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.21M 0.49%
40,856
52
$6.73M 0.46%
187,038
+122,465
53
$6.51M 0.44%
45,756
-160
54
$6.29M 0.43%
26,105
-363
55
$6.09M 0.41%
34,008
+33,436
56
$4.15M 0.28%
73,360
57
$3.97M 0.27%
24,485
+59
58
$3.89M 0.26%
23,442
59
$3.86M 0.26%
22,258
-5
60
$2.74M 0.19%
26,350
61
$2.44M 0.17%
48,100
-200
62
$2.34M 0.16%
13,753
+160
63
$2.17M 0.15%
61,705
-12,595
64
$2M 0.14%
17,079
65
$2M 0.14%
6,206
-4
66
$1.96M 0.13%
4,553
-21
67
$1.73M 0.12%
12,891
+4
68
$1.71M 0.12%
51,007
69
$1.7M 0.12%
3,684
+40
70
$1.62M 0.11%
13,349
71
$1.5M 0.1%
7,120
72
$1.43M 0.1%
11,807
-210
73
$1.42M 0.1%
2,251
+1
74
$1.4M 0.1%
1,577
+2
75
$1.38M 0.09%
+68,410
1 2
3
4 5