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
76
$1.56M 0.14%
75,922
-9,200
77
$1.49M 0.13%
12,887
78
$1.43M 0.13%
51,007
79
$1.35M 0.12%
5,625
80
$1.34M 0.12%
64,611
-9,815
81
$1.29M 0.12%
12,766
82
$1.23M 0.11%
3,972
-210
83
$1.23M 0.11%
60,827
-11,400
84
$1.19M 0.11%
5,000
85
$1.19M 0.11%
42,555
-44,770
86
$1.01M 0.09%
7,495
+1
87
$993K 0.09%
33,100
88
$988K 0.09%
19,190
-18,725
89
$971K 0.09%
13,498
+2
90
$943K 0.09%
19,570
-18,665
91
$925K 0.08%
11,067
92
$912K 0.08%
17,799
93
$891K 0.08%
4,965
+142
94
$885K 0.08%
10,832
95
$879K 0.08%
20,148
96
$853K 0.08%
33,820
-33,615
97
$822K 0.07%
7,810
-6,970
98
$793K 0.07%
3,010
99
$769K 0.07%
3,208
100
$745K 0.07%
1,738
2 3
4
5 6