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
326
$12.2K ﹤0.01%
75
-2
327
$12.2K ﹤0.01%
28
328
$11.8K ﹤0.01%
51
+44
329
$11.7K ﹤0.01%
96
330
$11.3K ﹤0.01%
30
331
$11.2K ﹤0.01%
31
332
$11.2K ﹤0.01%
250
-5,000
333
$11.1K ﹤0.01%
110
334
$10.7K ﹤0.01%
85
335
$10.7K ﹤0.01%
+160
336
$10.3K ﹤0.01%
100
337
$10.2K ﹤0.01%
100
338
$10.2K ﹤0.01%
+188
339
$10.1K ﹤0.01%
656
340
$10K ﹤0.01%
+300
341
$10K ﹤0.01%
132
342
$9.76K ﹤0.01%
225
343
$9.5K ﹤0.01%
27
344
$9.38K ﹤0.01%
2,500
345
$9.26K ﹤0.01%
246
346
$9.18K ﹤0.01%
120
347
$9.15K ﹤0.01%
25
348
$9.08K ﹤0.01%
100
349
$9.03K ﹤0.01%
106
350
$8.62K ﹤0.01%
138
12 13
14
15 16