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
151
$174K 0.01%
2,399
152
$170K 0.01%
1,400
153
$167K 0.01%
1,478
154
$166K 0.01%
1,800
-8
155
$164K 0.01%
7,100
156
$158K 0.01%
556
157
$154K 0.01%
1,338
158
$149K 0.01%
1,000
159
$145K 0.01%
1,348
160
$145K 0.01%
1,268
161
$139K 0.01%
2,460
162
$138K 0.01%
1,271
163
$137K 0.01%
400
164
$131K 0.01%
6,362
165
$130K 0.01%
750
166
$128K 0.01%
1,917
167
$127K 0.01%
3,642
-100
168
$127K 0.01%
380
169
$125K 0.01%
+2,680
170
$121K 0.01%
1,607
171
$116K 0.01%
566
-500
172
$114K 0.01%
1,090
173
$113K 0.01%
1,743
174
$102K 0.01%
4,233
175
$101K 0.01%
3,197
+1,572
5 6
7
8 9