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
1
$88.2M 6.04%
1,165,938
-110,147
2
$46.9M 3.21%
246,124
+11
3
$44.9M 3.07%
884,506
+53,630
4
$44.4M 3.04%
541,631
+35,312
5
$42.4M 2.9%
690,441
+40,863
6
$42.2M 2.89%
79,342
-166
7
$40.6M 2.78%
57,637
+259
8
$37.1M 2.54%
877,694
+1,733
9
$37M 2.53%
256,734
+1,187
10
$35.5M 2.43%
604,139
+26,431
11
$34.8M 2.39%
195,903
+2,377
12
$33.7M 2.31%
63,921
-233
13
$33.1M 2.27%
68,050
+23
14
$32.4M 2.22%
231,410
+2,222
15
$32.3M 2.21%
349,256
+2,576
16
$32.2M 2.21%
128,519
-257
17
$31.1M 2.13%
43,683
-117
18
$31M 2.12%
522,949
-1,341
19
$28.4M 1.95%
54,676
+119
20
$27.4M 1.88%
157,303
+559
21
$26.5M 1.82%
512,838
+15,556
22
$26.1M 1.79%
261,250
+90
23
$25.8M 1.77%
357,735
+1,714
24
$25.2M 1.73%
279,342
-2,415
25
$23.7M 1.63%
1,083,810
+73,906
1
2 3 4 5