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
276
$20.9K ﹤0.01%
6,100
277
$20.8K ﹤0.01%
570
278
$20.7K ﹤0.01%
145
279
$20.6K ﹤0.01%
500
280
$20.5K ﹤0.01%
384
+239
281
$20.3K ﹤0.01%
450
282
$20K ﹤0.01%
2,512
283
$19.9K ﹤0.01%
1,568
284
$19.8K ﹤0.01%
200
285
$19.5K ﹤0.01%
+2,052
286
$19K ﹤0.01%
247
287
$19K ﹤0.01%
+37
288
$18.8K ﹤0.01%
40
289
$18.5K ﹤0.01%
324
290
$18.2K ﹤0.01%
1,000
291
$18.2K ﹤0.01%
155
292
$18.2K ﹤0.01%
500
293
$17.5K ﹤0.01%
519
294
$17.3K ﹤0.01%
8,300
295
$17.3K ﹤0.01%
85
296
$17.2K ﹤0.01%
113
297
$16.2K ﹤0.01%
355
298
$16.1K ﹤0.01%
750
299
$15.9K ﹤0.01%
1,200
300
$15.4K ﹤0.01%
1,057
10 11
12
13 14