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
$1.44B
AUM Growth
-$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
487
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$12.4M
3
+$4.68M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$4.36M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.05M

Top Sells

1
+$36.4M
2
+$2.13M
3
+$1.65M
4
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.63M
5
FITB icon
Fifth Third Bancorp
FITB
+$1.45M

Sector Composition

1 Technology 17.12%
2 Healthcare 14.95%
3 Financials 9.45%
4 Industrials 7.48%
5 Consumer Discretionary 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47.9K ﹤0.01%
240
227
$45.2K ﹤0.01%
178
228
$44.8K ﹤0.01%
82
229
$43K ﹤0.01%
141
230
$42.8K ﹤0.01%
137
+110
231
$42.7K ﹤0.01%
679
-130
232
$42.7K ﹤0.01%
629
-167
233
$42.6K ﹤0.01%
45
+10
234
$41.1K ﹤0.01%
67
235
$40.6K ﹤0.01%
389
+352
236
$40.5K ﹤0.01%
448
237
$40.5K ﹤0.01%
153
238
$40K ﹤0.01%
575
239
$39.9K ﹤0.01%
1,325
240
$39.3K ﹤0.01%
130
-75
241
$38.8K ﹤0.01%
559
242
$38.4K ﹤0.01%
1,100
243
$37.2K ﹤0.01%
85
244
$37.1K ﹤0.01%
922
245
$36.8K ﹤0.01%
396
246
$36.7K ﹤0.01%
400
247
$35.7K ﹤0.01%
1,550
248
$35.6K ﹤0.01%
131
-87
249
$35K ﹤0.01%
1,140
-2,057
250
$35K ﹤0.01%
315
8 9
10
11 12