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
451
$495 ﹤0.01%
10
-4,000
452
$465 ﹤0.01%
15
453
$412 ﹤0.01%
13
454
$390 ﹤0.01%
4
455
$371 ﹤0.01%
3
456
$329 ﹤0.01%
3
-2
457
$169 ﹤0.01%
5
458
$164 ﹤0.01%
50
459
$161 ﹤0.01%
100
460
$114 ﹤0.01%
1
461
$114 ﹤0.01%
1
462
$107 ﹤0.01%
2
463
$37 ﹤0.01%
1
464
$33 ﹤0.01%
18
465
$28 ﹤0.01%
1
-500
466
$18 ﹤0.01%
20
467
$6 ﹤0.01%
4
468
$3 ﹤0.01%
1
469
– –
0
470
– –
-1,046
471
– –
-68
472
– –
-2,000
473
– –
-3
474
– –
-2
475
– –
-500
16 17 18
19
20