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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$189K 0.02%
725
152
$181K 0.01%
700
153
$177K 0.01%
+3,696
154
$177K 0.01%
6,700
155
$176K 0.01%
3,765
156
$171K 0.01%
700
157
$163K 0.01%
2,005
158
$162K 0.01%
1,300
-450
159
$160K 0.01%
+3,400
160
$146K 0.01%
1,353
+392
161
$146K 0.01%
2,079
-385
162
$145K 0.01%
1,606
-757
163
$143K 0.01%
6,362
164
$143K 0.01%
640
165
$140K 0.01%
6,150
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166
$138K 0.01%
1,075
167
$134K 0.01%
1,380
168
$134K 0.01%
1,800
169
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1,000
170
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1,271
171
$130K 0.01%
1,432
172
$126K 0.01%
480
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173
$125K 0.01%
556
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174
$123K 0.01%
5,075
175
$120K 0.01%
1,036
-182
5 6
7
8 9