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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.03%
3,363
127
$326K 0.03%
+2,180
128
$316K 0.03%
3,778
129
$312K 0.03%
800
130
$308K 0.02%
1,300
131
$290K 0.02%
497
+102
132
$278K 0.02%
895
+875
133
$272K 0.02%
1,297
134
$269K 0.02%
4,564
135
$251K 0.02%
4,900
136
$247K 0.02%
3,300
137
$239K 0.02%
4,000
138
$238K 0.02%
1,199
-112
139
$235K 0.02%
463
-62
140
$227K 0.02%
1,000
141
$227K 0.02%
9,826
-3,331
142
$227K 0.02%
1,215
143
$225K 0.02%
2,400
144
$224K 0.02%
912
-100
145
$206K 0.02%
3,170
146
$205K 0.02%
5,090
147
$204K 0.02%
1,234
148
$196K 0.02%
3,320
149
$194K 0.02%
4,808
150
$190K 0.02%
2,399
4 5
6
7 8