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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.11%
22,225
+8,925
77
$1.31M 0.11%
5,300
78
$1.27M 0.11%
8,011
+62
79
$1.2M 0.1%
20,232
-1,267
80
$1.13M 0.09%
12,109
+100
81
$1.13M 0.09%
18,387
+535
82
$1.1M 0.09%
12,814
+64
83
$1.06M 0.09%
21,277
+527
84
$956K 0.08%
2,715
+30
85
$951K 0.08%
10,906
86
$912K 0.08%
6,910
-13,585
87
$876K 0.07%
4,789
88
$863K 0.07%
13,837
-34
89
$863K 0.07%
3,221
+118
90
$837K 0.07%
1,475
+25
91
$790K 0.07%
15,609
92
$775K 0.06%
5,795
-491
93
$735K 0.06%
7,350
-500
94
$732K 0.06%
6,894
95
$722K 0.06%
3,170
96
$716K 0.06%
2,250
97
$699K 0.06%
11,800
-59
98
$696K 0.06%
7,494
+993
99
$695K 0.06%
2,846
100
$691K 0.06%
2,050
2 3
4
5 6