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
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$82K 0.01%
500
202
$79.3K 0.01%
317
203
$74.5K 0.01%
498
204
$71.6K 0.01%
1,125
205
$69.8K 0.01%
546
+96
206
$68.4K 0.01%
+282
207
$68.3K 0.01%
775
208
$67.9K 0.01%
1,275
+175
209
$66.9K 0.01%
580
+25
210
$65.5K 0.01%
172
-20
211
$62.6K 0.01%
+1,611
212
$62.5K 0.01%
713
213
$60.8K 0.01%
500
214
$59.1K 0.01%
5,078
+278
215
$58.8K 0.01%
1,607
216
$57.4K 0.01%
168
217
$56.4K 0.01%
267
+252
218
$51.8K ﹤0.01%
1,000
219
$45.9K ﹤0.01%
629
220
$44.5K ﹤0.01%
460
221
$44.3K ﹤0.01%
230
222
$42.7K ﹤0.01%
1,500
223
$42K ﹤0.01%
1,425
224
$41.8K ﹤0.01%
200
225
$41.6K ﹤0.01%
100
7 8
9
10 11