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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$195K 0.01%
7,100
+1,000
152
$189K 0.01%
3,765
153
$184K 0.01%
2,850
-470
154
$174K 0.01%
1,535
-1,821
155
$171K 0.01%
1,300
156
$166K 0.01%
1,800
157
$166K 0.01%
648
+8
158
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1,000
159
$158K 0.01%
460
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160
$154K 0.01%
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161
$151K 0.01%
6,362
162
$150K 0.01%
499
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163
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1,075
164
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1,292
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165
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6,150
166
$139K 0.01%
556
167
$138K 0.01%
1,525
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168
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169
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170
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573
171
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1,271
172
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173
$129K 0.01%
403
174
$119K 0.01%
1,090
175
$119K 0.01%
5,250
5 6
7
8 9