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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$124K 0.01%
1,380
177
$121K 0.01%
551
178
$118K 0.01%
1,090
179
$118K 0.01%
640
180
$115K 0.01%
5,525
181
$110K 0.01%
1,268
182
$103K 0.01%
2,725
-1,870
183
$99.5K 0.01%
573
+325
184
$99.3K 0.01%
5,000
185
$98K 0.01%
1,200
186
$96.2K 0.01%
2,460
187
$96K 0.01%
2,400
188
$95.8K 0.01%
961
189
$92.7K 0.01%
4,895
-500
190
$92.4K 0.01%
189
+24
191
$92.1K 0.01%
1,100
192
$91.7K 0.01%
2,467
+467
193
$90.4K 0.01%
466
+13
194
$90K 0.01%
639
+200
195
$89.9K 0.01%
+480
196
$87.6K 0.01%
750
197
$86K 0.01%
912
198
$84.6K 0.01%
1,200
199
$82.9K 0.01%
2,350
200
$82.6K 0.01%
2,000
6 7
8
9 10