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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$189K 0.02%
3,415
-1,075
152
$186K 0.02%
2,594
153
$185K 0.02%
395
154
$185K 0.02%
4,564
+64
155
$184K 0.02%
4,000
156
$179K 0.02%
1,558
157
$177K 0.02%
6,700
158
$175K 0.02%
2,286
+650
159
$172K 0.02%
725
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160
$166K 0.01%
2,464
+385
161
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+3,765
162
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163
$158K 0.01%
6,362
164
$149K 0.01%
2,090
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165
$143K 0.01%
975
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166
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700
167
$136K 0.01%
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169
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170
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700
171
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172
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1,432
173
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1,000
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174
$126K 0.01%
594
+452
175
$126K 0.01%
1,000
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7
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