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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.09%
1,704
+2
77
$1.11M 0.09%
18,675
78
$1.08M 0.09%
4,625
79
$1.06M 0.09%
10,042
-209
80
$1.04M 0.08%
2,250
81
$1.03M 0.08%
21,395
-297
82
$993K 0.08%
3,358
+200
83
$931K 0.08%
3,140
-125
84
$916K 0.07%
8,316
85
$876K 0.07%
2,888
86
$840K 0.07%
5,135
+235
87
$777K 0.06%
15,427
-2,000
88
$770K 0.06%
5,165
+500
89
$768K 0.06%
17,748
-250
90
$709K 0.06%
12,032
-175
91
$707K 0.06%
4,563
-120,304
92
$695K 0.06%
1,738
93
$691K 0.06%
3,008
+8
94
$690K 0.06%
4,774
95
$686K 0.06%
+13,360
96
$677K 0.05%
13,202
97
$657K 0.05%
1,500
98
$634K 0.05%
10,443
-229
99
$623K 0.05%
13,553
-2,096
100
$597K 0.05%
12,050
+1,370
2 3
4
5 6