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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$490K 0.04%
8,250
102
$464K 0.04%
10,680
103
$440K 0.04%
4,553
104
$439K 0.04%
4,739
105
$438K 0.04%
868
106
$432K 0.04%
1,728
107
$428K 0.04%
7,750
108
$427K 0.04%
14,509
-1,100
109
$414K 0.04%
5,500
110
$413K 0.04%
2,707
111
$386K 0.03%
10,850
-320
112
$385K 0.03%
9,420
113
$377K 0.03%
2,169
114
$367K 0.03%
5,250
115
$361K 0.03%
21,000
116
$357K 0.03%
13,021
117
$356K 0.03%
3,363
118
$341K 0.03%
1,136
-25
119
$325K 0.03%
3,356
120
$323K 0.03%
4,025
121
$316K 0.03%
5,078
122
$295K 0.03%
3,550
-250
123
$294K 0.03%
13,157
-202,364
124
$276K 0.02%
1,300
125
$262K 0.02%
5,245
3 4
5
6 7