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
$1.46B
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$2.89M
2
+$2.72M
3
+$2.51M
4
AVDE icon
Avantis International Equity ETF
AVDE
+$2.51M
5
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.31M

Top Sells

1
+$8.51M
2
+$8.33M
3
+$1.8M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.79M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$917K

Sector Composition

1 Technology 18.65%
2 Healthcare 14.53%
3 Financials 10.23%
4 Industrials 8.18%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46.4K ﹤0.01%
141
227
$46.1K ﹤0.01%
809
228
$45.2K ﹤0.01%
448
229
$44.5K ﹤0.01%
1,476
230
$44.1K ﹤0.01%
1,100
231
$43K ﹤0.01%
575
232
$42.1K ﹤0.01%
67
233
$41.7K ﹤0.01%
+872
234
$40.2K ﹤0.01%
396
-46
235
$39.6K ﹤0.01%
1,325
236
$39.3K ﹤0.01%
85
237
$38.9K ﹤0.01%
500
238
$38.8K ﹤0.01%
153
+60
239
$38.6K ﹤0.01%
200
240
$37K ﹤0.01%
350
241
$36.6K ﹤0.01%
400
242
$36.3K ﹤0.01%
922
243
$35.9K ﹤0.01%
+35
244
$35.8K ﹤0.01%
1,550
-4,600
245
$35.2K ﹤0.01%
545
246
$34.7K ﹤0.01%
575
-49
247
$33.6K ﹤0.01%
1,000
248
$33.5K ﹤0.01%
975
249
$33.2K ﹤0.01%
365
-123
250
$32.8K ﹤0.01%
61
8 9
10
11 12