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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$536K 0.04%
10,625
102
$532K 0.04%
1,096
+1
103
$510K 0.04%
14,509
104
$498K 0.04%
4,395
+42
105
$495K 0.04%
11,198
+225
106
$486K 0.04%
3,670
+120
107
$474K 0.04%
5,500
108
$461K 0.04%
12,160
-111
109
$454K 0.03%
7,807
+57
110
$452K 0.03%
16,289
-4,210
111
$450K 0.03%
3,583
+220
112
$434K 0.03%
4,739
113
$430K 0.03%
5,078
114
$419K 0.03%
5,250
115
$408K 0.03%
825
+32
116
$400K 0.03%
4,025
117
$396K 0.03%
509
+12
118
$389K 0.03%
18,500
119
$388K 0.03%
3,000
-2,194
120
$367K 0.03%
2,169
121
$343K 0.03%
5,925
-3,523
122
$338K 0.03%
1,300
123
$331K 0.03%
4,564
124
$329K 0.02%
3,778
125
$317K 0.02%
6,350
-20,200
3 4
5
6 7