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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$553K 0.05%
2,846
102
$533K 0.05%
1,500
103
$506K 0.05%
8,000
104
$502K 0.04%
38,832
+1,500
105
$497K 0.04%
2,940
+84
106
$497K 0.04%
10,707
+500
107
$488K 0.04%
2,050
108
$484K 0.04%
1,650
109
$481K 0.04%
4,737
+200
110
$475K 0.04%
4,022
+360
111
$472K 0.04%
5,564
+270
112
$468K 0.04%
15,000
113
$467K 0.04%
9,025
114
$463K 0.04%
4,889
115
$458K 0.04%
6,501
116
$457K 0.04%
1,347
+35
117
$448K 0.04%
21,000
+2,500
118
$446K 0.04%
5,500
119
$429K 0.04%
5,616
120
$400K 0.04%
2,680
+55
121
$393K 0.04%
4,174
+174
122
$378K 0.03%
1,700
123
$362K 0.03%
8,330
124
$351K 0.03%
16,960
125
$339K 0.03%
4,125
3 4
5
6 7