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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$590K 0.05%
20,499
-400
102
$577K 0.05%
8,250
103
$551K 0.04%
10,973
+123
104
$546K 0.04%
14,509
105
$534K 0.04%
10,625
106
$501K 0.04%
5,194
-5,353
107
$485K 0.04%
2,707
108
$465K 0.04%
9,448
+28
109
$447K 0.04%
5,500
110
$446K 0.04%
4,739
111
$445K 0.04%
7,750
112
$428K 0.03%
2,169
113
$425K 0.03%
1,710
-18
114
$424K 0.03%
4,353
-200
115
$417K 0.03%
793
-75
116
$415K 0.03%
5,250
117
$413K 0.03%
12,271
-750
118
$400K 0.03%
+8,270
119
$396K 0.03%
3,550
120
$388K 0.03%
1,095
-41
121
$387K 0.03%
5,078
122
$369K 0.03%
3,356
123
$369K 0.03%
6,655
+1,410
124
$360K 0.03%
4,025
125
$359K 0.03%
18,500
-2,500
3 4
5
6 7