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
51
$7.05M 0.48%
18,124
+10
52
$6.76M 0.46%
184,819
-2,219
53
$5.98M 0.41%
34,127
+119
54
$5.85M 0.4%
44,631
-1,125
55
$5.8M 0.4%
25,574
-531
56
$4.49M 0.31%
71,986
-1,374
57
$4.44M 0.3%
23,469
+27
58
$3.73M 0.26%
22,258
59
$3.69M 0.25%
183,080
+114,670
60
$3.47M 0.24%
23,985
-500
61
$2.4M 0.16%
26,350
62
$2.39M 0.16%
47,600
-500
63
$2.09M 0.14%
13,762
+9
64
$1.94M 0.13%
4,601
+48
65
$1.84M 0.13%
17,079
66
$1.81M 0.12%
12,887
-4
67
$1.77M 0.12%
15,275
+12,657
68
$1.73M 0.12%
7,201
+81
69
$1.67M 0.11%
3,691
+7
70
$1.67M 0.11%
52,360
-9,345
71
$1.63M 0.11%
6,237
+31
72
$1.61M 0.11%
7,346
+27
73
$1.57M 0.11%
11,708
-99
74
$1.56M 0.11%
51,007
75
$1.56M 0.11%
13,474
+125
1 2
3
4 5