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
401
$3.02K ﹤0.01%
50
402
$2.99K ﹤0.01%
31
-207
403
$2.99K ﹤0.01%
28
404
$2.97K ﹤0.01%
+42
405
$2.83K ﹤0.01%
3
406
$2.81K ﹤0.01%
10
407
$2.73K ﹤0.01%
73
408
$2.66K ﹤0.01%
9
409
$2.62K ﹤0.01%
+21
410
$2.52K ﹤0.01%
20
411
$2.44K ﹤0.01%
12
-6
412
$2.44K ﹤0.01%
+42
413
$2.27K ﹤0.01%
29
414
$2.27K ﹤0.01%
7
-7
415
$2.26K ﹤0.01%
100
416
$2.21K ﹤0.01%
8
417
$2.1K ﹤0.01%
50
418
$1.91K ﹤0.01%
5
419
$1.8K ﹤0.01%
10
420
$1.7K ﹤0.01%
30
421
$1.64K ﹤0.01%
30
422
$1.51K ﹤0.01%
25
423
$1.44K ﹤0.01%
18
424
$1.27K ﹤0.01%
1
-3
425
$1.15K ﹤0.01%
10
+3
15 16
17
18 19