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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.09%
4,525
-100
77
$1.12M 0.08%
2,122
-391
78
$1.04M 0.08%
33,100
79
$1.01M 0.08%
5,299
+164
80
$998K 0.08%
11,050
-1,000
81
$919K 0.07%
8,316
82
$903K 0.07%
3,203
+63
83
$878K 0.07%
1,500
84
$837K 0.06%
2,484
-404
85
$817K 0.06%
4,823
+49
86
$816K 0.06%
7,081
-2,961
87
$794K 0.06%
17,762
+14
88
$789K 0.06%
5,003
-162
89
$780K 0.06%
16,085
-5,310
90
$774K 0.06%
12,975
-5,700
91
$745K 0.06%
3,008
92
$743K 0.06%
14,702
-725
93
$737K 0.06%
4,563
94
$736K 0.06%
12,032
95
$726K 0.06%
1,768
+30
96
$723K 0.05%
13,328
+126
97
$662K 0.05%
8,250
98
$627K 0.05%
9,803
-640
99
$577K 0.04%
2,707
100
$560K 0.04%
12,418
-1,135
2 3
4
5 6