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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$313K 0.02%
+2,618
127
$291K 0.02%
5,691
128
$286K 0.02%
2,434
129
$284K 0.02%
1,111
130
$282K 0.02%
6,635
131
$280K 0.02%
700
132
$276K 0.02%
3,300
133
$272K 0.02%
700
134
$264K 0.02%
4,240
135
$260K 0.02%
1,257
136
$259K 0.02%
4,900
137
$258K 0.02%
11,000
-25
138
$245K 0.02%
4,808
139
$234K 0.02%
1,234
140
$233K 0.02%
5,090
141
$224K 0.02%
3,196
+74
142
$223K 0.02%
1,000
143
$223K 0.02%
4,450
-1,575
144
$223K 0.02%
392
145
$215K 0.01%
4,071
146
$213K 0.01%
648
147
$211K 0.01%
857
148
$207K 0.01%
4,010
149
$205K 0.01%
2,399
150
$202K 0.01%
1,808
+8
4 5
6
7 8