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
$1.11B
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$13.8M
3
+$13.3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$7.24M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.7M

Top Sells

1
+$23.9M
2
+$21.9M
3
+$8.64M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.45M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.31M

Sector Composition

1 Healthcare 18.46%
2 Technology 16.94%
3 Financials 11.37%
4 Industrials 10.95%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$38.5K ﹤0.01%
+460
227
$38.1K ﹤0.01%
410
228
$38K ﹤0.01%
3,700
229
$38K ﹤0.01%
3,500
230
$37.8K ﹤0.01%
5,000
231
$37.7K ﹤0.01%
600
232
$37K ﹤0.01%
+793
233
$36.9K ﹤0.01%
922
234
$36.6K ﹤0.01%
400
235
$36.2K ﹤0.01%
+4,800
236
$35.7K ﹤0.01%
3,110
237
$34.9K ﹤0.01%
1,476
238
$34K ﹤0.01%
1,925
239
$33.6K ﹤0.01%
1,329
-300
240
$33.4K ﹤0.01%
142
+35
241
$33.3K ﹤0.01%
3,700
242
$32.8K ﹤0.01%
200
243
$32.2K ﹤0.01%
100
244
$32K ﹤0.01%
351
245
$31.9K ﹤0.01%
448
246
$31.8K ﹤0.01%
600
247
$31.4K ﹤0.01%
450
248
$30.8K ﹤0.01%
135
249
$30.7K ﹤0.01%
5,500
250
$30.6K ﹤0.01%
4,050
8 9
10
11 12