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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$120K 0.01%
505
177
$118K 0.01%
4,000
178
$115K 0.01%
4,200
179
$112K 0.01%
5,200
180
$111K 0.01%
2,460
181
$111K 0.01%
1,100
182
$109K 0.01%
1,000
183
$104K 0.01%
1,432
184
$104K 0.01%
+5,600
185
$103K 0.01%
912
186
$103K 0.01%
379
187
$102K 0.01%
440
+40
188
$100K 0.01%
1,676
189
$97K 0.01%
1,200
190
$97K 0.01%
775
191
$96K 0.01%
586
192
$94K 0.01%
613
193
$93K 0.01%
735
194
$85K 0.01%
565
195
$82K 0.01%
551
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196
$78K 0.01%
1,218
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197
$78K 0.01%
1,050
198
$75K 0.01%
1,032
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199
$75K 0.01%
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200
$73K 0.01%
2,000
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