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
176
$100K 0.01%
1,100
177
$99.4K 0.01%
546
178
$99.1K 0.01%
750
179
$99K 0.01%
1,112
180
$96.1K 0.01%
193
-2
181
$94.9K 0.01%
569
-10
182
$93.6K 0.01%
385
183
$91.3K 0.01%
175
-2
184
$90.7K 0.01%
395
185
$90.1K 0.01%
1,140
186
$89.1K 0.01%
658
187
$88.5K 0.01%
539
188
$88.4K 0.01%
1,706
189
$87.9K 0.01%
172
-8
190
$86.4K 0.01%
2,726
191
$86.2K 0.01%
+2,130
192
$83.1K 0.01%
453
193
$81.2K 0.01%
2,400
194
$80.5K 0.01%
812
+6
195
$78.7K 0.01%
177
+10
196
$78.1K 0.01%
1,269
197
$74.5K 0.01%
178
198
$74.2K 0.01%
5,078
199
$73.9K 0.01%
335
+66
200
$73K 0.01%
986
6 7
8
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