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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$111K 0.01%
239
+62
177
$110K 0.01%
1,100
178
$110K 0.01%
3,742
179
$106K 0.01%
3,275
-50
180
$101K 0.01%
639
181
$101K 0.01%
480
182
$100K 0.01%
764
+14
183
$99.9K 0.01%
713
184
$99.8K 0.01%
2,460
185
$98.6K 0.01%
395
-31
186
$97.4K 0.01%
4,200
187
$96.3K 0.01%
730
+150
188
$95.2K 0.01%
5,078
189
$94.9K 0.01%
1,607
190
$89.5K 0.01%
453
191
$89.3K 0.01%
2,400
192
$88.5K 0.01%
2,350
193
$87.2K 0.01%
912
194
$86K 0.01%
658
195
$85.8K 0.01%
1,140
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196
$82.8K 0.01%
164
197
$80.8K 0.01%
5,000
198
$77.6K 0.01%
546
199
$77K 0.01%
1,000
200
$72.5K 0.01%
523
+23
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8
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