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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92.3K 0.01%
2,460
177
$91.3K 0.01%
179
-10
178
$91K 0.01%
2,350
179
$90.7K 0.01%
961
180
$89.8K 0.01%
1,200
181
$86.6K 0.01%
639
182
$84.8K 0.01%
480
183
$84.4K 0.01%
1,100
184
$80K 0.01%
2,467
185
$78.9K 0.01%
2,400
186
$76.6K 0.01%
466
187
$74.9K 0.01%
3,526
-96,813
188
$73K 0.01%
317
189
$72.2K 0.01%
658
-900
190
$69.2K 0.01%
5,000
191
$69K 0.01%
475
-500
192
$68.4K 0.01%
2,910
-147,759
193
$68.2K 0.01%
1,125
194
$66.3K 0.01%
1,607
195
$65.7K 0.01%
1,275
196
$65K 0.01%
750
197
$64.1K 0.01%
3,188
-55,639
198
$64K 0.01%
172
199
$64K 0.01%
546
200
$63.5K 0.01%
448
-50
6 7
8
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