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
251
$34.1K ﹤0.01%
500
252
$34K ﹤0.01%
247
253
$33.1K ﹤0.01%
720
254
$32.1K ﹤0.01%
300
255
$32K ﹤0.01%
121
256
$31.6K ﹤0.01%
545
257
$31.3K ﹤0.01%
570
258
$31.2K ﹤0.01%
61
259
$31.2K ﹤0.01%
1,000
260
$31.1K ﹤0.01%
150
-50
261
$30.4K ﹤0.01%
365
262
$29.5K ﹤0.01%
2,424
263
$29.3K ﹤0.01%
132
264
$28.9K ﹤0.01%
975
265
$28.3K ﹤0.01%
+82
266
$27.9K ﹤0.01%
617
267
$27.6K ﹤0.01%
550
-25
268
$27.5K ﹤0.01%
50
-5
269
$27.4K ﹤0.01%
879
270
$27.3K ﹤0.01%
1,200
-300
271
$26.9K ﹤0.01%
370
272
$25.9K ﹤0.01%
580
273
$25.7K ﹤0.01%
155
274
$25.7K ﹤0.01%
232
275
$24.9K ﹤0.01%
298
+166
9 10
11
12 13