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
76
$1.44M 0.1%
1,577
77
$1.43M 0.1%
2,250
-1
78
$1.32M 0.09%
2,246
-8
79
$1.31M 0.09%
4,491
+16
80
$1.25M 0.09%
2,122
81
$1.16M 0.08%
5,299
82
$1.11M 0.08%
25,170
+21,800
83
$1.02M 0.07%
2,550
+216
84
$971K 0.07%
8,818
85
$948K 0.06%
33,100
86
$932K 0.06%
3,214
+10
87
$930K 0.06%
2,565
-775
88
$911K 0.06%
7,081
89
$877K 0.06%
4,546
+46
90
$867K 0.06%
8,250
91
$796K 0.05%
16,648
-300
92
$775K 0.05%
12,639
-1,470
93
$749K 0.05%
1,768
94
$744K 0.05%
12,450
-425
95
$741K 0.05%
4,823
96
$739K 0.05%
11,866
-16
97
$712K 0.05%
4,919
+16
98
$695K 0.05%
13,777
-500
99
$691K 0.05%
1,710
100
$689K 0.05%
9,616
2 3
4
5 6