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
351
$8.48K ﹤0.01%
+23
352
$8.45K ﹤0.01%
18
+7
353
$8.42K ﹤0.01%
+71
354
$8.25K ﹤0.01%
197
355
$8.21K ﹤0.01%
104
356
$8.13K ﹤0.01%
35
357
$8.04K ﹤0.01%
44
358
$7.94K ﹤0.01%
45
359
$7.74K ﹤0.01%
100
360
$7.51K ﹤0.01%
31
361
$7.42K ﹤0.01%
20
362
$7.12K ﹤0.01%
24
363
$7.11K ﹤0.01%
93
364
$7.1K ﹤0.01%
12
365
$6.51K ﹤0.01%
29
366
$6.4K ﹤0.01%
2
367
$6.35K ﹤0.01%
84
368
$6.33K ﹤0.01%
6
369
$6.14K ﹤0.01%
127
370
$5.91K ﹤0.01%
1,000
371
$5.81K ﹤0.01%
322
372
$5.72K ﹤0.01%
35
373
$5.6K ﹤0.01%
185
374
$5.42K ﹤0.01%
42
375
$5.41K ﹤0.01%
+141
13 14
15
16 17