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
+$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
447
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.92M
3
+$1.44M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$1.39M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$940K

Top Sells

1
+$5.11M
2
+$4.68M
3
+$1.2M
4
LMT icon
Lockheed Martin
LMT
+$863K
5
URI icon
United Rentals
URI
+$614K

Sector Composition

1 Technology 15.78%
2 Healthcare 13.46%
3 Industrials 12.3%
4 Financials 12.27%
5 Consumer Discretionary 5.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$73K 0.01%
499
202
$71K 0.01%
1,350
203
$71K 0.01%
1,500
204
$69K 0.01%
1,800
205
$67K 0.01%
1,169
+16
206
$66K 0.01%
317
207
$66K 0.01%
457
208
$66K 0.01%
300
209
$65K 0.01%
506
210
$62K 0.01%
1,811
211
$61K 0.01%
1,500
-1,500
212
$61K 0.01%
1,635
213
$60K 0.01%
1,201
214
$59K 0.01%
1,572
215
$59K 0.01%
880
+80
216
$58K 0.01%
500
217
$57K 0.01%
2,041
218
$57K 0.01%
988
219
$56K 0.01%
+168
220
$55K ﹤0.01%
1,055
221
$52K ﹤0.01%
1,019
222
$51K ﹤0.01%
400
223
$50K ﹤0.01%
445
224
$49K ﹤0.01%
364
225
$49K ﹤0.01%
500
7 8
9
10 11