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
$1.14B
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$17.3M
2
+$17M
3
+$16.6M
4
IBTK icon
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
+$15.1M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$14.9M

Top Sells

1
+$8.61M
2
+$7.28M
3
+$6.57M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.53M
5
URI icon
United Rentals
URI
+$4.06M

Sector Composition

1 Healthcare 17.73%
2 Technology 16.9%
3 Financials 11.12%
4 Industrials 8.41%
5 Consumer Discretionary 5.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63.2K 0.01%
282
202
$63.2K 0.01%
912
203
$63K 0.01%
3,046
-69,326
204
$62.9K 0.01%
713
205
$61.7K 0.01%
5,078
206
$60.7K 0.01%
775
207
$59.7K 0.01%
580
208
$59.4K 0.01%
1,611
209
$54.4K ﹤0.01%
850
-1,436
210
$54.1K ﹤0.01%
267
211
$51.7K ﹤0.01%
501
+1
212
$49.1K ﹤0.01%
168
213
$47.9K ﹤0.01%
230
214
$47.1K ﹤0.01%
+800
215
$46.6K ﹤0.01%
500
-500
216
$44.7K ﹤0.01%
1,000
217
$43.7K ﹤0.01%
629
218
$42K ﹤0.01%
460
219
$41.8K ﹤0.01%
1,425
220
$39.6K ﹤0.01%
200
221
$38.9K ﹤0.01%
1,385
222
$38.6K ﹤0.01%
100
223
$38.1K ﹤0.01%
272
224
$37.7K ﹤0.01%
793
225
$37K ﹤0.01%
1,000
-1,000
7 8
9
10 11