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
TMUS icon
226
T-Mobile US
TMUS
$219B
$69.3K ﹤0.01%
330
KLAC icon
227
KLA
KLAC
$237B
$67.7K ﹤0.01%
46
MDT icon
228
Medtronic
MDT
$109B
$67.2K ﹤0.01%
775
AVUV icon
229
Avantis US Small Cap Value ETF
AVUV
$25.6B
$66.9K ﹤0.01%
605
+1
AGL icon
230
Agilon Health
AGL
$470M
$66.4K ﹤0.01%
8,400
KVUE icon
231
Kenvue
KVUE
$33.8B
$66.4K ﹤0.01%
3,852
+42
VUG icon
232
Vanguard Growth ETF
VUG
$209B
$65.1K ﹤0.01%
149
MDYV icon
233
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.6B
$63.3K ﹤0.01%
744
+4
TGT icon
234
Target
TGT
$59B
$62.7K ﹤0.01%
518
-31
VEA icon
235
Vanguard FTSE Developed Markets ETF
VEA
$222B
$62.2K ﹤0.01%
971
D icon
236
Dominion Energy
D
$54.7B
$61.8K ﹤0.01%
1,000
ABT icon
237
Abbott
ABT
$167B
$59.8K ﹤0.01%
582
-272
ENR icon
238
Energizer
ENR
$1.4B
$59K ﹤0.01%
3,592
IWP icon
239
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$58.9K ﹤0.01%
460
CTVA icon
240
Corteva
CTVA
$53.9B
$58.5K ﹤0.01%
699
+20
DHR icon
241
Danaher
DHR
$138B
$56.9K ﹤0.01%
300
-95
AJG icon
242
Arthur J. Gallagher & Co
AJG
$57.3B
$55.2K ﹤0.01%
255
-250
CRM icon
243
Salesforce
CRM
$152B
$54.8K ﹤0.01%
293
-115
PR icon
244
Permian Resources
PR
$16.5B
$54.8K ﹤0.01%
2,568
NOW icon
245
ServiceNow
NOW
$103B
$52.3K ﹤0.01%
+500
GBTC icon
246
Grayscale Bitcoin Trust
GBTC
$30.3B
$52K ﹤0.01%
986
FLO icon
247
Flowers Foods
FLO
$1.86B
$51.9K ﹤0.01%
6,362
TXN icon
248
Texas Instruments
TXN
$213B
$51.8K ﹤0.01%
267
-50
VB icon
249
Vanguard Small-Cap ETF
VB
$77.3B
$51.6K ﹤0.01%
197
+65
PAA icon
250
Plains All American Pipeline
PAA
$14.8B
$51.4K ﹤0.01%
2,304
8 9
10
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