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
276
$23.3K ﹤0.01%
1,000
277
$22.5K ﹤0.01%
580
278
$22.3K ﹤0.01%
500
279
$22K ﹤0.01%
415
280
$21.8K ﹤0.01%
288
+136
281
$21.6K ﹤0.01%
75
282
$21.4K ﹤0.01%
1,057
283
$21.3K ﹤0.01%
330
284
$20.7K ﹤0.01%
410
285
$20.7K ﹤0.01%
232
286
$20.4K ﹤0.01%
96
+35
287
$20.2K ﹤0.01%
201
-1,274
288
$20.1K ﹤0.01%
84
-2
289
$19.4K ﹤0.01%
34
+7
290
$19.3K ﹤0.01%
379
291
$19K ﹤0.01%
331
-64
292
$18.9K ﹤0.01%
749
293
$18.9K ﹤0.01%
+107
294
$18.9K ﹤0.01%
207
295
$18.6K ﹤0.01%
1,000
296
$18.5K ﹤0.01%
150
297
$18.1K ﹤0.01%
203
-6
298
$18.1K ﹤0.01%
225
299
$17.6K ﹤0.01%
300
300
$17.5K ﹤0.01%
275
-50
10 11
12
13 14