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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$155K 0.01%
3,765
152
$151K 0.01%
6,696
-102,494
153
$146K 0.01%
1,218
-50
154
$143K 0.01%
1,800
155
$142K 0.01%
700
156
$142K 0.01%
6,302
-131,239
157
$141K 0.01%
6,362
158
$139K 0.01%
700
159
$136K 0.01%
2,005
-85
160
$131K 0.01%
594
161
$126K 0.01%
551
162
$125K 0.01%
640
163
$122K 0.01%
1,432
164
$122K 0.01%
1,380
165
$120K 0.01%
5,075
-130
166
$120K 0.01%
3,742
-1,000
167
$119K 0.01%
1,075
-100
168
$113K 0.01%
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-1,100
169
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170
$112K 0.01%
5,525
171
$110K 0.01%
3,635
-9,438
172
$109K 0.01%
1,268
173
$106K 0.01%
1,090
174
$95K 0.01%
4,200
-6,825
175
$93.6K 0.01%
573
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7
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