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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.09%
21,692
-179,518
77
$987K 0.09%
13,718
78
$969K 0.08%
2,256
79
$966K 0.08%
10,251
80
$962K 0.08%
1,702
81
$939K 0.08%
33,100
82
$919K 0.08%
8,316
83
$878K 0.08%
17,427
-40,770
84
$876K 0.08%
2,250
85
$862K 0.08%
3,158
-50
86
$860K 0.08%
3,265
87
$787K 0.07%
4,665
88
$768K 0.07%
2,888
-1,000
89
$766K 0.07%
13,202
90
$693K 0.06%
20,899
+1,500
91
$687K 0.06%
4,900
92
$683K 0.06%
12,207
93
$679K 0.06%
15,649
-151,405
94
$656K 0.06%
1,738
95
$611K 0.05%
10,672
96
$600K 0.05%
3,000
97
$598K 0.05%
1,500
-500
98
$595K 0.05%
17,998
99
$533K 0.05%
10,625
+5,125
100
$530K 0.05%
4,774
2 3
4
5 6