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
351
$4.45K ﹤0.01%
400
352
$4.36K ﹤0.01%
18
353
$4.31K ﹤0.01%
1,100
354
$4.26K ﹤0.01%
20
355
$4.22K ﹤0.01%
379
356
$3.95K ﹤0.01%
50
357
$3.53K ﹤0.01%
26
358
$2.83K ﹤0.01%
18
359
$2.73K ﹤0.01%
288
360
$2.65K ﹤0.01%
223
361
$2.61K ﹤0.01%
42
362
$2.58K ﹤0.01%
10
363
$2.4K ﹤0.01%
17
364
$1.99K ﹤0.01%
70
365
$1.99K ﹤0.01%
15
366
$1.95K ﹤0.01%
48
367
$1.92K ﹤0.01%
21
368
$1.71K ﹤0.01%
175
369
$1.63K ﹤0.01%
100
-1,044
370
$1.6K ﹤0.01%
16
371
$1.38K ﹤0.01%
65
372
$1.29K ﹤0.01%
1,000
373
$1.18K ﹤0.01%
23
374
$1.16K ﹤0.01%
5
375
$937 ﹤0.01%
30
13 14
15
16 17