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
251
$32.6K ﹤0.01%
315
252
$31.7K ﹤0.01%
+132
253
$31.1K ﹤0.01%
351
254
$31.1K ﹤0.01%
2,424
255
$30.9K ﹤0.01%
300
256
$30.7K ﹤0.01%
121
257
$30.1K ﹤0.01%
570
258
$30.1K ﹤0.01%
1,500
-9,500
259
$29.7K ﹤0.01%
720
260
$29.5K ﹤0.01%
389
+27
261
$29.2K ﹤0.01%
247
262
$28.5K ﹤0.01%
840
263
$28.4K ﹤0.01%
127
264
$27.7K ﹤0.01%
300
265
$27.5K ﹤0.01%
257
266
$27.2K ﹤0.01%
+617
267
$26.7K ﹤0.01%
+370
268
$26.7K ﹤0.01%
155
269
$26.5K ﹤0.01%
879
270
$26K ﹤0.01%
200
271
$25.2K ﹤0.01%
500
272
$24.9K ﹤0.01%
40
273
$24.6K ﹤0.01%
55
-5
274
$24.5K ﹤0.01%
1,185
275
$23.4K ﹤0.01%
464
9 10
11
12 13