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
$1.47B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
492
New
Increased
Reduced
Closed

Top Buys

1
+$5.99M
2
+$4.41M
3
+$3.19M
4
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$1.58M
5
IBTI icon
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
+$1.58M

Top Sells

1
+$9.83M
2
+$1.36M
3
+$1.32M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$442K
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$231K

Sector Composition

1 Healthcare 16.37%
2 Technology 16.23%
3 Financials 10.08%
4 Industrials 9.13%
5 Consumer Discretionary 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$78.7K 0.01%
1,269
202
$77.1K 0.01%
1,026
+26
203
$76.8K 0.01%
853
+78
204
$73.8K 0.01%
2,350
205
$73.5K 0.01%
7,100
206
$67K ﹤0.01%
350
-205
207
$66.6K ﹤0.01%
559
-22
208
$65.5K ﹤0.01%
317
-42
209
$63K ﹤0.01%
1,385
210
$60.7K ﹤0.01%
104
211
$60.2K ﹤0.01%
912
212
$60.1K ﹤0.01%
1,100
213
$59.1K ﹤0.01%
205
+75
214
$57.8K ﹤0.01%
1,000
215
$57.2K ﹤0.01%
800
216
$57K ﹤0.01%
172
+87
217
$55.9K ﹤0.01%
759
+130
218
$55.7K ﹤0.01%
238
219
$55.5K ﹤0.01%
269
+8
220
$54.9K ﹤0.01%
5,000
221
$54K ﹤0.01%
1,625
-1,650
222
$54K ﹤0.01%
460
223
$53.1K ﹤0.01%
178
224
$53K ﹤0.01%
240
225
$49.8K ﹤0.01%
986
-106
7 8
9
10 11