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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$181K 0.02%
867
152
$168K 0.02%
700
153
$163K 0.01%
7,750
-222,718
154
$162K 0.01%
1,466
155
$152K 0.01%
6,625
-222,538
156
$151K 0.01%
7,375
157
$150K 0.01%
6,362
158
$150K 0.01%
2,750
159
$140K 0.01%
1,938
-53
160
$140K 0.01%
2,550
161
$138K 0.01%
5,000
162
$136K 0.01%
3,000
163
$135K 0.01%
1,381
164
$135K 0.01%
500
165
$133K 0.01%
460
166
$132K 0.01%
801
167
$132K 0.01%
675
168
$132K 0.01%
592
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169
$130K 0.01%
1,090
170
$125K 0.01%
5,480
-1,985
171
$124K 0.01%
215
-75
172
$123K 0.01%
700
173
$123K 0.01%
3,925
174
$122K 0.01%
990
175
$121K 0.01%
2,725
5 6
7
8 9