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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$195K 0.01%
6,700
152
$192K 0.01%
1,066
+66
153
$177K 0.01%
460
154
$175K 0.01%
1,400
155
$169K 0.01%
1,478
+90
156
$167K 0.01%
607
+3
157
$162K 0.01%
2,079
158
$157K 0.01%
3,370
-4,953
159
$156K 0.01%
1,338
160
$156K 0.01%
556
161
$155K 0.01%
1,348
162
$151K 0.01%
1,574
-32
163
$149K 0.01%
1,475
-71
164
$147K 0.01%
6,362
165
$147K 0.01%
1,268
166
$142K 0.01%
6,150
167
$139K 0.01%
1,000
-75
168
$137K 0.01%
1,271
169
$126K 0.01%
1,917
170
$126K 0.01%
2,460
171
$123K 0.01%
1,100
172
$122K 0.01%
1,090
173
$119K 0.01%
3,742
174
$112K 0.01%
400
175
$112K 0.01%
1,743
5 6
7
8 9