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 10.24%
4 Industrials 8.18%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$72.6K 0.01%
730
202
$72.3K 0.01%
218
+46
203
$69.8K ﹤0.01%
874
+21
204
$69.5K ﹤0.01%
2,350
205
$67.5K ﹤0.01%
912
206
$65.9K ﹤0.01%
350
207
$65.8K ﹤0.01%
336
+223
208
$62.6K ﹤0.01%
800
209
$62.2K ﹤0.01%
1,385
210
$60.7K ﹤0.01%
1,007
-19
211
$60K ﹤0.01%
104
212
$59.4K ﹤0.01%
317
213
$58.3K ﹤0.01%
460
214
$57.3K ﹤0.01%
238
215
$56.6K ﹤0.01%
205
216
$56.3K ﹤0.01%
178
217
$53.9K ﹤0.01%
1,000
218
$53K ﹤0.01%
240
219
$51.6K ﹤0.01%
200
220
$50.1K ﹤0.01%
600
221
$48.1K ﹤0.01%
559
222
$47.5K ﹤0.01%
796
+37
223
$47.2K ﹤0.01%
500
224
$47K ﹤0.01%
82
225
$46.6K ﹤0.01%
663
-1,416
7 8
9
10 11