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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$614K 0.05%
3,000
102
$595K 0.05%
17,998
+300
103
$568K 0.05%
4,774
-15
104
$469K 0.04%
2,707
105
$469K 0.04%
8,250
106
$463K 0.04%
5,500
107
$463K 0.04%
4,739
108
$452K 0.04%
1,728
+18
109
$452K 0.04%
10,680
-130
110
$435K 0.04%
15,609
111
$417K 0.04%
868
+319
112
$412K 0.04%
4,553
+553
113
$404K 0.04%
13,073
-4,245
114
$402K 0.04%
9,420
115
$401K 0.04%
3,363
+31
116
$385K 0.03%
7,750
+400
117
$374K 0.03%
21,000
118
$374K 0.03%
13,021
119
$374K 0.03%
11,170
120
$374K 0.03%
2,169
+23
121
$366K 0.03%
3,356
122
$365K 0.03%
5,078
+278
123
$363K 0.03%
5,250
124
$358K 0.03%
4,025
+200
125
$333K 0.03%
1,161
+26
3 4
5
6 7