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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.12%
13,718
+977
77
$1.22M 0.11%
51,007
78
$1.21M 0.11%
+10,547
79
$1.18M 0.11%
58,827
-1,700
80
$1.16M 0.1%
7,945
+450
81
$1.12M 0.1%
53,436
-10,675
82
$1.07M 0.1%
8,240
+420
83
$1.07M 0.1%
3,888
+2,567
84
$1.04M 0.09%
33,100
85
$1.02M 0.09%
4,625
-125
86
$1.01M 0.09%
2,256
+1,541
87
$1M 0.09%
+10,251
88
$974K 0.09%
3,265
+255
89
$919K 0.08%
+8,316
90
$916K 0.08%
1,702
+465
91
$878K 0.08%
2,250
92
$844K 0.08%
13,202
93
$792K 0.07%
10,672
-395
94
$789K 0.07%
3,208
95
$735K 0.07%
12,207
+800
96
$734K 0.07%
4,665
97
$712K 0.06%
19,399
+1,600
98
$704K 0.06%
1,738
99
$685K 0.06%
2,000
100
$656K 0.06%
4,900
2 3
4
5 6