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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$119K 0.01%
5,250
-1,052
177
$119K 0.01%
3,742
178
$113K 0.01%
1,090
179
$112K 0.01%
1,268
180
$110K 0.01%
2,460
181
$109K 0.01%
573
182
$104K 0.01%
3,325
-310
183
$103K 0.01%
403
+400
184
$99.3K 0.01%
639
185
$98.8K 0.01%
1,100
186
$98.6K 0.01%
426
-168
187
$97.8K 0.01%
164
-15
188
$97.8K 0.01%
453
-13
189
$97.1K 0.01%
4,200
190
$96.3K 0.01%
480
191
$89.1K 0.01%
1,607
192
$87.6K 0.01%
2,400
193
$86.8K 0.01%
1,200
194
$86.2K 0.01%
2,287
-180
195
$84.3K 0.01%
750
196
$83.3K 0.01%
475
197
$83.2K 0.01%
2,350
198
$83K 0.01%
317
199
$82.3K 0.01%
658
200
$80.5K 0.01%
546
6 7
8
9 10