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
126
$311K 0.02%
4,425
-1,500
127
$309K 0.02%
520
-180
128
$299K 0.02%
2,476
+42
129
$289K 0.02%
3,300
130
$287K 0.02%
1,270
+13
131
$285K 0.02%
5,691
132
$282K 0.02%
4,530
+290
133
$269K 0.02%
6,635
134
$262K 0.02%
1,119
+8
135
$259K 0.02%
700
136
$256K 0.02%
4,900
137
$251K 0.02%
4,808
138
$230K 0.02%
648
139
$229K 0.02%
1,000
140
$228K 0.02%
1,234
141
$223K 0.02%
4,450
142
$213K 0.01%
5,090
143
$212K 0.01%
373
-19
144
$210K 0.01%
6,700
145
$208K 0.01%
4,071
146
$196K 0.01%
620
+13
147
$195K 0.01%
857
148
$190K 0.01%
2,665
-531
149
$189K 0.01%
460
150
$175K 0.01%
1,574
4 5
6
7 8