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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.09%
7,319
77
$1.31M 0.09%
3,340
78
$1.29M 0.09%
2,254
-14
79
$1.24M 0.08%
4,475
80
$1.22M 0.08%
2,122
81
$1.17M 0.08%
5,299
82
$1.06M 0.07%
33,100
83
$980K 0.07%
8,250
84
$976K 0.07%
3,204
+1
85
$976K 0.07%
8,818
+502
86
$890K 0.06%
7,081
87
$876K 0.06%
2,334
88
$854K 0.06%
11,882
89
$832K 0.06%
4,500
-13
90
$820K 0.06%
4,823
91
$813K 0.06%
9,616
92
$800K 0.05%
14,109
93
$775K 0.05%
16,948
94
$771K 0.05%
12,875
95
$738K 0.05%
1,768
96
$724K 0.05%
14,277
-150
97
$722K 0.05%
4,903
98
$722K 0.05%
3,008
99
$690K 0.05%
13,328
100
$656K 0.04%
1,500
2 3
4
5 6