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
376
$5.05K ﹤0.01%
350
377
$5.03K ﹤0.01%
25
-1
378
$5.01K ﹤0.01%
59
379
$5K ﹤0.01%
37
380
$4.96K ﹤0.01%
59
381
$4.78K ﹤0.01%
325
382
$4.77K ﹤0.01%
77
383
$4.37K ﹤0.01%
223
384
$4.25K ﹤0.01%
40
385
$4.21K ﹤0.01%
327
386
$4.16K ﹤0.01%
+100
387
$4.16K ﹤0.01%
8
388
$4.16K ﹤0.01%
100
-400
389
$4.1K ﹤0.01%
89
390
$4.05K ﹤0.01%
70
391
$4.04K ﹤0.01%
106
392
$3.96K ﹤0.01%
200
393
$3.8K ﹤0.01%
44
394
$3.72K ﹤0.01%
26
395
$3.43K ﹤0.01%
38
396
$3.17K ﹤0.01%
30
397
$3.09K ﹤0.01%
+65
398
$3.08K ﹤0.01%
247
399
$3.06K ﹤0.01%
25
-50
400
$3.03K ﹤0.01%
16
14 15
16
17 18