AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.1M
3
+$3.28M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.44M
5
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.41M

Top Sells

1
+$14.6M
2
+$1.4M
3
+$1.16M
4
PLTR icon
Palantir
PLTR
+$1.08M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$934K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.79%
3 Financials 9.32%
4 Industrials 8.44%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOG icon
1
Alphabet (Google) Class C
GOOG
$4.11T
$68.8M 3.88%
239,876
-3,698
AVDE icon
2
Avantis International Equity ETF
AVDE
$15.6B
$65.1M 3.67%
767,452
+10,440
PLTR icon
3
Palantir
PLTR
$350B
$64M 3.61%
437,524
-7,089
JEMB
4
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
$481M
$60.2M 3.4%
1,147,399
+44,816
SHY icon
5
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$59.2M 3.34%
717,219
+22,248
JAAA icon
6
Janus Henderson AAA CLO ETF
JAAA
$26.8B
$57.9M 3.27%
1,149,903
+43,395
AVEM icon
7
Avantis Emerging Markets Equity ETF
AVEM
$22.9B
$54.1M 3.05%
671,428
+7,005
GILD icon
8
Gilead Sciences
GILD
$171B
$48.4M 2.73%
347,439
-2,396
URI icon
9
United Rentals
URI
$50.1B
$42.7M 2.41%
58,565
+169
ABBV icon
10
AbbVie
ABBV
$369B
$42.2M 2.38%
194,148
-228
PSQO
11
Palmer Square Credit Opportunities ETF
PSQO
$234M
$41.4M 2.34%
2,019,239
+118,143
LMT icon
12
Lockheed Martin
LMT
$136B
$41.1M 2.32%
67,977
LDOS icon
13
Leidos
LDOS
$19.5B
$40M 2.26%
257,074
-2,824
CSCO icon
14
Cisco
CSCO
$341B
$39.9M 2.25%
514,385
-7,393
BBBI icon
15
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$161M
$39.6M 2.24%
770,820
+18,755
FITB
16
Fifth Third Bancorp
FITB
$45.6B
$38.9M 2.2%
837,279
-6,649
AVIV icon
17
Avantis International Large Cap Value ETF
AVIV
$1.26B
$37.3M 2.11%
499,116
+10,931
UTHR icon
18
United Therapeutics
UTHR
$25.8B
$37M 2.09%
62,436
-1,096
JSI icon
19
Janus Henderson Securitized Income ETF
JSI
$1.51B
$36M 2.03%
699,263
+15,174
AMP icon
20
Ameriprise Financial
AMP
$41.4B
$34.4M 1.94%
77,345
+283
DHI icon
21
D.R. Horton
DHI
$43.4B
$32.7M 1.84%
238,240
+369
AAPL icon
22
Apple
AAPL
$3.97T
$32.3M 1.82%
127,381
+1,815
WMT icon
23
Walmart Inc
WMT
$1.02T
$32.2M 1.82%
259,489
-7,472
REGN icon
24
Regeneron Pharmaceuticals
REGN
$79.4B
$32.2M 1.82%
41,702
-115
MELI icon
25
Mercado Libre
MELI
$94.1B
$31.8M 1.79%
18,375
+1,131
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