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
201
$61.6K 0.01%
555
202
$61.3K 0.01%
1,000
203
$60.9K 0.01%
+439
204
$60.2K 0.01%
775
205
$59.7K 0.01%
485
206
$56K 0.01%
1,500
207
$55.5K 0.01%
165
208
$55.4K 0.01%
1,100
209
$52.8K ﹤0.01%
+4,914
210
$52.7K ﹤0.01%
1,050
211
$50.7K ﹤0.01%
230
212
$50K ﹤0.01%
+402
213
$48.3K ﹤0.01%
3,200
214
$47.7K ﹤0.01%
913
215
$46.5K ﹤0.01%
248
216
$44.6K ﹤0.01%
168
217
$42.7K ﹤0.01%
+388
218
$42.4K ﹤0.01%
362
219
$41.9K ﹤0.01%
629
220
$41.9K ﹤0.01%
1,425
221
$41.6K ﹤0.01%
200
222
$41.2K ﹤0.01%
655
223
$41.2K ﹤0.01%
1,607
224
$41K ﹤0.01%
+495
225
$39.9K ﹤0.01%
679
7 8
9
10 11