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
101
$663K 0.05%
11,728
-1,600
102
$625K 0.04%
3,008
103
$604K 0.04%
1,325
-175
104
$594K 0.04%
1,015
-5
105
$571K 0.04%
4,746
+7
106
$560K 0.04%
3,363
107
$558K 0.04%
5,048
-16
108
$546K 0.04%
2,707
109
$541K 0.04%
4,369
+71
110
$535K 0.04%
10,625
111
$526K 0.04%
7,707
112
$512K 0.04%
10,460
113
$507K 0.03%
5,500
114
$506K 0.03%
2,182
+202
115
$486K 0.03%
11,052
-1,000
116
$435K 0.03%
18,500
117
$426K 0.03%
3,778
118
$411K 0.03%
532
+20
119
$392K 0.03%
775
+10
120
$379K 0.03%
800
121
$377K 0.03%
1,300
122
$370K 0.03%
13,939
-2,000
123
$369K 0.03%
3,982
+7
124
$353K 0.02%
2,169
125
$347K 0.02%
5,078
3 4
5
6 7