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
301
$17.2K ﹤0.01%
100
302
$17.2K ﹤0.01%
81
303
$16.1K ﹤0.01%
210
+110
304
$16.1K ﹤0.01%
+90
305
$15.5K ﹤0.01%
247
306
$15.2K ﹤0.01%
+82
307
$14.9K ﹤0.01%
4,000
308
$14.8K ﹤0.01%
189
309
$14K ﹤0.01%
1,500
310
$14K ﹤0.01%
364
311
$13.9K ﹤0.01%
600
312
$13.8K ﹤0.01%
400
313
$13.7K ﹤0.01%
37
314
$13.2K ﹤0.01%
+21
315
$13.2K ﹤0.01%
75
316
$13.2K ﹤0.01%
171
317
$13.1K ﹤0.01%
100
318
$13.1K ﹤0.01%
200
319
$12.9K ﹤0.01%
345
320
$12.9K ﹤0.01%
2,000
321
$12.8K ﹤0.01%
115
322
$12.7K ﹤0.01%
400
323
$12.6K ﹤0.01%
315
+15
324
$12.5K ﹤0.01%
221
325
$12.5K ﹤0.01%
75
11 12
13
14 15