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
26
$23.2M 1.59%
1,089,552
+75,892
27
$23.1M 1.58%
444,847
+23,350
28
$23M 1.58%
148,557
+884
29
$22.8M 1.56%
64,575
+519
30
$22.4M 1.54%
657,312
+14,467
31
$22.3M 1.53%
55,390
+1,130
32
$21.5M 1.47%
252,094
-99,659
33
$20.7M 1.42%
1,078,973
+59,237
34
$19.7M 1.35%
95,289
-433
35
$19.5M 1.34%
524,259
+9,184
36
$18.6M 1.28%
359,839
+48,499
37
$17.8M 1.22%
282,111
+2,455
38
$17.6M 1.21%
225,943
-11,760
39
$17.4M 1.19%
70,454
+9
40
$16.8M 1.15%
377,314
+3,760
41
$15.8M 1.08%
9,302
+638
42
$15.8M 1.08%
242,753
+24,633
43
$15.1M 1.03%
306,229
-13,915
44
$13.1M 0.9%
269,846
+41,391
45
$13M 0.89%
61,637
+1,021
46
$12.2M 0.83%
285,223
+5,044
47
$9.79M 0.67%
293,724
-53,882
48
$9.58M 0.66%
256,068
-47,928
49
$7.9M 0.54%
133,843
-4,840
50
$7.16M 0.49%
40,856
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