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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.09%
5,300
-300
77
$1.05M 0.09%
17,852
78
$1.04M 0.09%
20,750
+795
79
$1.01M 0.09%
23,509
+350
80
$950K 0.08%
10,906
81
$947K 0.08%
18,685
+6,500
82
$943K 0.08%
12,009
83
$835K 0.07%
6,286
+47
84
$821K 0.07%
13,871
+5
85
$797K 0.07%
13,300
+5,700
86
$786K 0.07%
7,850
-500
87
$782K 0.07%
+31,075
88
$750K 0.07%
15,609
-750
89
$748K 0.07%
3,103
90
$694K 0.06%
2,685
91
$667K 0.06%
6,894
92
$656K 0.06%
14,408
93
$652K 0.06%
1,450
-25
94
$629K 0.06%
2,250
95
$627K 0.06%
3,268
+75
96
$622K 0.06%
11,859
97
$621K 0.06%
3,170
98
$618K 0.06%
4,789
+15
99
$579K 0.05%
1,728
100
$561K 0.05%
13,219
2 3
4
5 6