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
251
$29.8K ﹤0.01%
879
252
$29.7K ﹤0.01%
1,811
253
$29K ﹤0.01%
5,286
254
$28.8K ﹤0.01%
206
255
$28.7K ﹤0.01%
300
256
$28.5K ﹤0.01%
720
257
$28.3K ﹤0.01%
300
258
$28K ﹤0.01%
701
259
$28K ﹤0.01%
600
260
$27.1K ﹤0.01%
200
261
$26.4K ﹤0.01%
77
262
$25.5K ﹤0.01%
143
263
$25.4K ﹤0.01%
200
264
$25.3K ﹤0.01%
302
265
$25.3K ﹤0.01%
65
266
$25K ﹤0.01%
+222
267
$25K ﹤0.01%
200
268
$24.7K ﹤0.01%
10
269
$24.7K ﹤0.01%
290
270
$23.9K ﹤0.01%
1,400
271
$22.3K ﹤0.01%
1,300
272
$21.9K ﹤0.01%
1,192
273
$21.9K ﹤0.01%
85
274
$21.5K ﹤0.01%
+65
275
$21.1K ﹤0.01%
60
9 10
11
12 13