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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$336K 0.03%
6,013
127
$327K 0.03%
850
128
$308K 0.03%
715
-79
129
$298K 0.03%
1,405
+90
130
$291K 0.03%
5,300
131
$286K 0.03%
4,082
-215
132
$281K 0.03%
1,164
133
$273K 0.02%
2,000
134
$253K 0.02%
3,426
135
$249K 0.02%
2,200
136
$249K 0.02%
1,599
+99
137
$239K 0.02%
2,371
138
$233K 0.02%
12,480
139
$223K 0.02%
3,378
140
$215K 0.02%
810
141
$206K 0.02%
527
+30
142
$206K 0.02%
3,814
143
$203K 0.02%
1,558
144
$202K 0.02%
855
145
$199K 0.02%
9,200
146
$198K 0.02%
5,940
147
$196K 0.02%
717
148
$196K 0.02%
2,594
149
$191K 0.02%
3,940
150
$185K 0.02%
4,742
4 5
6
7 8