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
$1.24B
AUM Growth
+$96.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
446
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$812K
3
+$753K
4
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$709K
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$703K

Top Sells

1
+$18.6M
2
+$747K
3
+$693K
4
URI icon
United Rentals
URI
+$671K
5
DHI icon
D.R. Horton
DHI
+$594K

Sector Composition

1 Healthcare 17.05%
2 Technology 16.64%
3 Financials 10.34%
4 Industrials 9.21%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75.4K 0.01%
5,078
202
$72.7K 0.01%
177
+5
203
$72.6K 0.01%
713
204
$71.7K 0.01%
5,000
205
$71.3K 0.01%
1,125
206
$70.7K 0.01%
448
207
$69.5K 0.01%
912
208
$64.4K 0.01%
3,150
-38
209
$63.8K 0.01%
775
210
$63.2K 0.01%
580
211
$62.7K 0.01%
3,000
-46
212
$62K 0.01%
500
213
$61.6K 0.01%
+1,000
214
$60.3K ﹤0.01%
1,100
-175
215
$56.7K ﹤0.01%
168
216
$52K ﹤0.01%
230
217
$51.7K ﹤0.01%
800
218
$49.7K ﹤0.01%
500
-1
219
$48.1K ﹤0.01%
460
220
$47K ﹤0.01%
1,000
221
$46.6K ﹤0.01%
4,254
222
$45.6K ﹤0.01%
629
223
$44.6K ﹤0.01%
855
+200
224
$43K ﹤0.01%
600
225
$42.6K ﹤0.01%
200
7 8
9
10 11