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
$1.19B
AUM Growth
+$74.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$1.64M
3
+$1.33M
4
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.09M
5
AMGN icon
Amgen
AMGN
+$777K

Top Sells

1
+$1.79M
2
+$616K
3
+$607K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$456K
5
SRE icon
Sempra
SRE
+$310K

Sector Composition

1 Technology 17.2%
2 Healthcare 14.52%
3 Financials 11.62%
4 Industrials 11.03%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80K 0.01%
775
202
$78K 0.01%
317
203
$78K 0.01%
1,500
204
$77K 0.01%
1,050
205
$76K 0.01%
1,350
206
$76K 0.01%
457
207
$74K 0.01%
499
208
$74K 0.01%
868
209
$73K 0.01%
+3,200
210
$72K 0.01%
1,218
211
$71K 0.01%
1,500
212
$68K 0.01%
926
+46
213
$64K 0.01%
1,572
214
$64K 0.01%
1,635
215
$63K 0.01%
1,116
-53
216
$62K 0.01%
1,201
217
$61K 0.01%
1,055
218
$60K 0.01%
168
219
$59K ﹤0.01%
506
220
$58K ﹤0.01%
500
221
$58K ﹤0.01%
+3,110
222
$57K ﹤0.01%
500
223
$55K ﹤0.01%
+5,500
224
$54K ﹤0.01%
703
+71
225
$54K ﹤0.01%
445
7 8
9
10 11