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
326
$8.65K ﹤0.01%
200
327
$8.55K ﹤0.01%
100
328
$8.5K ﹤0.01%
120
329
$8.31K ﹤0.01%
200
330
$8.3K ﹤0.01%
330
331
$8.26K ﹤0.01%
50
332
$7.84K ﹤0.01%
500
333
$7.43K ﹤0.01%
325
334
$7.36K ﹤0.01%
440
335
$7.31K ﹤0.01%
200
336
$7.21K ﹤0.01%
27
337
$7.09K ﹤0.01%
10
338
$7.03K ﹤0.01%
640
339
$6.57K ﹤0.01%
30
340
$6.45K ﹤0.01%
39
341
$5.94K ﹤0.01%
200
342
$5.89K ﹤0.01%
35
343
$5.69K ﹤0.01%
66
344
$5.63K ﹤0.01%
423
345
$5.62K ﹤0.01%
200
346
$5.56K ﹤0.01%
32
347
$5.27K ﹤0.01%
25
348
$5.23K ﹤0.01%
350
349
$4.71K ﹤0.01%
30
350
$4.56K ﹤0.01%
400
12 13
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