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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.03%
3,800
+860
127
$286K 0.03%
1,300
128
$278K 0.02%
800
129
$276K 0.02%
+5,500
130
$274K 0.02%
5,245
+2,145
131
$269K 0.02%
1,297
+7
132
$267K 0.02%
5,300
133
$251K 0.02%
11,025
-750
134
$251K 0.02%
+525
135
$245K 0.02%
1,311
+444
136
$241K 0.02%
1,164
137
$240K 0.02%
3,300
138
$235K 0.02%
4,000
139
$229K 0.02%
3,763
140
$226K 0.02%
5,715
-125
141
$225K 0.02%
2,371
142
$219K 0.02%
1,345
+860
143
$218K 0.02%
4,808
144
$215K 0.02%
1,750
+1,550
145
$211K 0.02%
2,363
+73
146
$207K 0.02%
1,012
+264
147
$203K 0.02%
2,400
148
$196K 0.02%
3,255
-2,155
149
$195K 0.02%
1,234
150
$194K 0.02%
2,399
+957
4 5
6
7 8