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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$620K 0.04%
7,707
102
$584K 0.04%
1,020
-77
103
$575K 0.04%
4,739
104
$573K 0.04%
3,363
105
$564K 0.04%
5,500
106
$562K 0.04%
2,707
107
$539K 0.04%
10,625
108
$513K 0.03%
10,460
-2,700
109
$486K 0.03%
5,064
-32
110
$478K 0.03%
12,052
111
$470K 0.03%
4,298
112
$461K 0.03%
15,939
113
$455K 0.03%
5,078
114
$454K 0.03%
512
+3
115
$447K 0.03%
1,710
116
$447K 0.03%
765
117
$432K 0.03%
18,500
118
$424K 0.03%
2,169
119
$413K 0.03%
3,975
120
$397K 0.03%
3,778
121
$380K 0.03%
800
122
$368K 0.03%
1,300
123
$342K 0.02%
1,980
-1,300
124
$335K 0.02%
5,925
125
$330K 0.02%
5,250
3 4
5
6 7