AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$840K
3
+$809K
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$490K
5
XBB icon
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
+$467K

Top Sells

1
+$34.3M
2
+$354K
3
+$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$89.5K 0.01%
1,567
+1,333
202
$88.7K 0.01%
833
+7
203
$88.5K 0.01%
986
204
$84.8K 0.01%
2,400
205
$84.1K ﹤0.01%
177
206
$83K ﹤0.01%
6,362
207
$82.7K ﹤0.01%
4,822
208
$81.1K ﹤0.01%
1,803
209
$79K ﹤0.01%
2,284
+2,167
210
$79K ﹤0.01%
330
211
$77.6K ﹤0.01%
439
212
$77.4K ﹤0.01%
1,525
213
$76.5K ﹤0.01%
171
-4
214
$73.8K ﹤0.01%
775
215
$73.8K ﹤0.01%
178
216
$72.5K ﹤0.01%
336
217
$72.3K ﹤0.01%
860
218
$70.9K ﹤0.01%
912
219
$69.4K ﹤0.01%
1,100
-83
220
$67.6K ﹤0.01%
800
221
$66.9K ﹤0.01%
5,078
222
$66.7K ﹤0.01%
189
223
$65.5K ﹤0.01%
460
224
$64.5K ﹤0.01%
500
225
$64.2K ﹤0.01%
1,385
7 8
9
10 11