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
VWO icon
276
Vanguard FTSE Emerging Markets ETF
VWO
$120B
$33.3K ﹤0.01%
617
VHT icon
277
Vanguard Health Care ETF
VHT
$16.4B
$33K ﹤0.01%
121
QTEC icon
278
First Trust NASDAQ-100 Technology Index Fund
QTEC
$3.01B
$32.4K ﹤0.01%
150
-50
DXCM icon
279
DexCom
DXCM
$24.9B
$31.4K ﹤0.01%
500
ALL icon
280
Allstate
ALL
$55.6B
$31.1K ﹤0.01%
150
AMAT icon
281
Applied Materials
AMAT
$311B
$30.8K ﹤0.01%
90
+15
LYV icon
282
Live Nation Entertainment
LYV
$36.7B
$30.5K ﹤0.01%
200
SRPT icon
283
Sarepta Therapeutics
SRPT
$2.25B
$30.5K ﹤0.01%
1,400
ADM icon
284
Archer Daniels Midland
ADM
$32.9B
$30.5K ﹤0.01%
419
+9
CLF icon
285
Cleveland-Cliffs
CLF
$5.55B
$30.4K ﹤0.01%
3,600
SPG icon
286
Simon Property Group
SPG
$67.4B
$30.4K ﹤0.01%
163
+8
ADBE icon
287
Adobe
ADBE
$100B
$30.1K ﹤0.01%
124
-25
MLM icon
288
Martin Marietta Materials
MLM
$37.8B
$30K ﹤0.01%
51
EFV icon
289
iShares MSCI EAFE Value ETF
EFV
$30.2B
$29.8K ﹤0.01%
401
TPR icon
290
Tapestry
TPR
$31.1B
$29.5K ﹤0.01%
209
+5
ADAM
291
Adamas Trust
ADAM
$719M
$29.4K ﹤0.01%
4,000
SPSM icon
292
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.2B
$29.3K ﹤0.01%
607
-778
SDY icon
293
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$29.2K ﹤0.01%
200
GTY
294
Getty Realty Corp
GTY
$2.04B
$28K ﹤0.01%
879
VGT icon
295
Vanguard Information Technology ETF
VGT
$122B
$27.9K ﹤0.01%
40
FISV
296
Fiserv Inc
FISV
$34.2B
$27.9K ﹤0.01%
500
GALT icon
297
Galectin Therapeutics
GALT
$151M
$27.9K ﹤0.01%
10,000
SCHM icon
298
Schwab US Mid-Cap ETF
SCHM
$14.2B
$27.7K ﹤0.01%
895
+2
HCA icon
299
HCA Healthcare
HCA
$107B
$27.4K ﹤0.01%
58
+2
EWC icon
300
iShares MSCI Canada ETF
EWC
$5.22B
$27.4K ﹤0.01%
500
10 11
12
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