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
176
$108K 0.01%
1,442
177
$107K 0.01%
1,200
178
$104K 0.01%
551
179
$102K 0.01%
5,395
180
$101K 0.01%
1,000
181
$98.8K 0.01%
5,000
182
$96K 0.01%
453
183
$89.6K 0.01%
1,100
184
$83.1K 0.01%
588
-5
185
$82.1K 0.01%
2,350
186
$79.3K 0.01%
3,304
187
$78.8K 0.01%
668
+84
188
$77.4K 0.01%
1,600
189
$77.1K 0.01%
2,000
190
$74.2K 0.01%
1,000
191
$73.4K 0.01%
750
192
$72.7K 0.01%
293
+172
193
$70.2K 0.01%
1,200
194
$69.8K 0.01%
317
195
$68.8K 0.01%
3,000
-300
196
$68K 0.01%
912
197
$66.5K 0.01%
+615
198
$65.9K 0.01%
500
199
$63.3K 0.01%
1,125
200
$62.6K 0.01%
192
-730
6 7
8
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