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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$110K 0.01%
395
177
$109K 0.01%
579
+10
178
$108K 0.01%
1,112
179
$107K 0.01%
750
180
$105K 0.01%
453
181
$105K 0.01%
750
182
$104K 0.01%
380
183
$104K 0.01%
4,233
-4,318
184
$101K 0.01%
195
+186
185
$97.6K 0.01%
1,607
186
$96.2K 0.01%
1,706
187
$94.1K 0.01%
5,078
188
$93.3K 0.01%
546
189
$91.8K 0.01%
658
190
$90.1K 0.01%
2,726
191
$89.9K 0.01%
539
192
$87.9K 0.01%
180
-31
193
$87.5K 0.01%
1,140
194
$87.1K 0.01%
2,400
195
$87K 0.01%
177
+6
196
$86.5K 0.01%
167
197
$84.9K 0.01%
178
+1
198
$84.9K 0.01%
806
+3
199
$82.9K 0.01%
730
200
$81.6K 0.01%
385
-75
6 7
8
9 10