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
151
$170K 0.02%
2,594
152
$168K 0.02%
1,558
153
$164K 0.01%
2,940
154
$159K 0.01%
4,742
155
$155K 0.01%
748
156
$153K 0.01%
10,480
157
$147K 0.01%
218,241
158
$145K 0.01%
395
159
$142K 0.01%
1,380
160
$137K 0.01%
1,636
161
$137K 0.01%
1,135
162
$137K 0.01%
4,500
163
$136K 0.01%
1,432
164
$128K 0.01%
2,079
+663
165
$126K 0.01%
867
166
$122K 0.01%
5,525
167
$120K 0.01%
2,460
168
$120K 0.01%
2,400
169
$119K 0.01%
715
170
$119K 0.01%
1,090
171
$118K 0.01%
700
172
$116K 0.01%
700
173
$114K 0.01%
1,268
174
$113K 0.01%
1,800
175
$112K 0.01%
2,725
5 6
7
8 9