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
$1.12B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$8.05M
3
+$6.9M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.44M
5
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$2.38M

Top Sells

1
+$18.7M
2
+$8.33M
3
+$2.67M
4
AAPL icon
Apple
AAPL
+$2.66M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$806K

Sector Composition

1 Healthcare 18.15%
2 Technology 17.83%
3 Financials 12.37%
4 Industrials 9.95%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.5M 3.54%
88,802
-18,702
2
$36M 3.22%
295,522
+2,165
3
$35.8M 3.2%
378,752
+3,283
4
$35.2M 3.15%
105,985
+1,362
5
$32.7M 2.92%
45,475
+3,393
6
$32.1M 2.88%
69,827
-5,800
7
$31.1M 2.79%
169,724
+1,635
8
$29.6M 2.64%
56,638
+440
9
$29.1M 2.6%
240,480
+6,600
10
$28.5M 2.55%
496,070
+29,380
11
$27.7M 2.48%
342,633
+4,901
12
$27M 2.41%
521,850
+4,393
13
$26.2M 2.34%
66,661
+267
14
$26.1M 2.34%
996,255
+3,867
15
$26M 2.32%
336,749
+89,479
16
$25.5M 2.28%
189,226
+3,145
17
$24.6M 2.2%
126,972
-13,691
18
$24M 2.15%
359,884
+120,622
19
$24M 2.14%
481,002
+11,351
20
$23.1M 2.07%
1,282,285
+25,700
21
$21.1M 1.89%
141,432
+7,173
22
$18.6M 1.66%
1,212,941
+25,293
23
$18.4M 1.64%
+52,175
24
$17.5M 1.56%
380,914
+7,220
25
$17M 1.52%
209,365
+7,710
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