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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$314K 0.02%
800
127
$301K 0.02%
1,710
128
$277K 0.02%
1,199
129
$261K 0.02%
4,010
+10
130
$258K 0.02%
1,257
-40
131
$258K 0.02%
4,240
-2,415
132
$257K 0.02%
463
133
$252K 0.02%
4,900
134
$249K 0.02%
2,455
+55
135
$237K 0.02%
3,300
136
$227K 0.02%
922
+10
137
$221K 0.02%
1,234
138
$220K 0.02%
1,155
+680
139
$220K 0.02%
1,006
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140
$219K 0.02%
700
141
$213K 0.02%
710
+10
142
$213K 0.02%
8,951
-875
143
$212K 0.02%
2,399
144
$211K 0.02%
4,845
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145
$210K 0.02%
754
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146
$210K 0.02%
1,025
-190
147
$209K 0.02%
5,090
148
$197K 0.01%
1,606
149
$196K 0.01%
2,680
-490
150
$196K 0.01%
6,700
4 5
6
7 8