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
301
$15.3K ﹤0.01%
550
302
$15K ﹤0.01%
330
303
$14.7K ﹤0.01%
80
304
$14.6K ﹤0.01%
150
305
$13.8K ﹤0.01%
501
306
$13.7K ﹤0.01%
136
307
$13.6K ﹤0.01%
200
308
$12.8K ﹤0.01%
40
309
$12.6K ﹤0.01%
175
310
$12K ﹤0.01%
400
311
$11.9K ﹤0.01%
643
312
$11.6K ﹤0.01%
160
313
$11.6K ﹤0.01%
75
314
$11.4K ﹤0.01%
2,500
315
$11.2K ﹤0.01%
75
316
$10.5K ﹤0.01%
2,000
317
$10.5K ﹤0.01%
175
318
$10.4K ﹤0.01%
350
319
$10K ﹤0.01%
+330
320
$9.73K ﹤0.01%
+75
321
$9.54K ﹤0.01%
39
322
$9.09K ﹤0.01%
61
323
$8.9K ﹤0.01%
94
324
$8.85K ﹤0.01%
100
325
$8.65K ﹤0.01%
1,000
11 12
13
14 15