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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$260K 0.02%
4,000
127
$253K 0.02%
800
128
$245K 0.02%
4,900
-400
129
$240K 0.02%
1,297
130
$240K 0.02%
525
131
$234K 0.02%
3,778
+15
132
$224K 0.02%
3,300
133
$222K 0.02%
1,311
134
$213K 0.02%
2,400
135
$212K 0.02%
395
136
$210K 0.02%
4,564
137
$206K 0.02%
1,012
138
$202K 0.02%
4,808
139
$201K 0.02%
1,750
140
$201K 0.02%
1,000
-164
141
$194K 0.02%
1,215
-130
142
$193K 0.02%
5,090
-625
143
$192K 0.02%
2,363
144
$187K 0.02%
1,234
145
$183K 0.02%
6,700
146
$182K 0.02%
3,170
-85
147
$179K 0.02%
2,399
148
$169K 0.01%
3,320
-95
149
$167K 0.01%
725
150
$159K 0.01%
2,464
4 5
6
7 8