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
$1.32B
AUM Growth
+$80.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.7M
3
+$8.08M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.12M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$3.85M

Top Sells

1
+$15.6M
2
+$13.1M
3
+$8.41M
4
DHI icon
D.R. Horton
DHI
+$6.42M
5
AMP icon
Ameriprise Financial
AMP
+$5.62M

Sector Composition

1 Technology 17%
2 Healthcare 16.31%
3 Financials 10.3%
4 Industrials 8.5%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$68.2K 0.01%
171
+3
202
$67.5K 0.01%
775
203
$64.4K ﹤0.01%
3,150
204
$63.7K ﹤0.01%
1,100
205
$62.9K ﹤0.01%
3,000
206
$62.9K ﹤0.01%
750
+300
207
$60.6K ﹤0.01%
358
-90
208
$53.3K ﹤0.01%
500
209
$52.5K ﹤0.01%
460
210
$51.4K ﹤0.01%
400
211
$49.2K ﹤0.01%
800
212
$49.2K ﹤0.01%
1,000
213
$47.2K ﹤0.01%
4,254
214
$46.2K ﹤0.01%
178
215
$45.6K ﹤0.01%
855
216
$45.5K ﹤0.01%
650
217
$44.9K ﹤0.01%
69
+2
218
$44.6K ﹤0.01%
1,385
219
$44.2K ﹤0.01%
104
+4
220
$44K ﹤0.01%
629
221
$42.6K ﹤0.01%
261
222
$42.4K ﹤0.01%
1,425
223
$42K ﹤0.01%
200
224
$41.5K ﹤0.01%
600
225
$40.6K ﹤0.01%
150
7 8
9
10 11