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
101
$728K 0.07%
15,609
102
$726K 0.07%
11,407
103
$690K 0.06%
4,900
104
$655K 0.06%
2,250
105
$654K 0.06%
7,780
-200
106
$574K 0.05%
1,257
+34
107
$544K 0.05%
17,810
-2,250
108
$527K 0.05%
4,789
109
$522K 0.05%
5,500
110
$513K 0.05%
5,069
111
$489K 0.04%
5,250
112
$474K 0.04%
3,000
113
$453K 0.04%
21,000
114
$431K 0.04%
13,021
115
$425K 0.04%
2,707
116
$419K 0.04%
2,000
117
$411K 0.04%
8,250
118
$384K 0.03%
4,000
119
$370K 0.03%
4,432
120
$368K 0.03%
3,356
-300
121
$333K 0.03%
3,635
-1,105
122
$322K 0.03%
7,800
123
$314K 0.03%
2,146
124
$303K 0.03%
7,350
125
$300K 0.03%
3,825
3 4
5
6 7