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
$1.11B
AUM Growth
+$97.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$24.6M
2
+$13.8M
3
+$13.3M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$7.24M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.7M

Top Sells

1
+$23.9M
2
+$21.9M
3
+$8.64M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$4.45M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.31M

Sector Composition

1 Healthcare 18.46%
2 Technology 16.94%
3 Financials 11.37%
4 Industrials 10.95%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.26M 0.75%
89,539
-1,540
52
$7.4M 0.67%
1,152,335
+31,640
53
$7.36M 0.67%
161,981
-14,897
54
$7.24M 0.65%
+130,735
55
$7.22M 0.65%
41,131
56
$6.92M 0.63%
27,219
57
$6.37M 0.58%
46,894
-1,130
58
$6.11M 0.55%
215,665
-157,187
59
$5.77M 0.52%
18,282
60
$5.62M 0.51%
251,146
-36,213
61
$4.8M 0.43%
77,677
-2
62
$4.58M 0.41%
92,500
+11,875
63
$4.29M 0.39%
24,304
64
$3.86M 0.35%
25,470
65
$3.78M 0.34%
162,264
-27,750
66
$3.17M 0.29%
143,526
-24,925
67
$3.04M 0.27%
51,175
+9,825
68
$2.79M 0.25%
55,697
+8,725
69
$2.49M 0.23%
112,735
-22,229
70
$2.3M 0.21%
12,720
71
$2.22M 0.2%
105,839
-1,000
72
$2.12M 0.19%
26,900
73
$2M 0.18%
5,242
+1,380
74
$1.98M 0.18%
17,990
75
$1.97M 0.18%
22,360
1 2
3
4 5