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
276
$24.5K ﹤0.01%
+313
277
$24.4K ﹤0.01%
+51
278
$24.2K ﹤0.01%
500
279
$24.1K ﹤0.01%
85
+1
280
$23.2K ﹤0.01%
1,000
281
$23.1K ﹤0.01%
500
282
$23K ﹤0.01%
362
-27
283
$22.9K ﹤0.01%
415
284
$22.7K ﹤0.01%
351
285
$22.6K ﹤0.01%
749
286
$22.4K ﹤0.01%
+230
287
$21.7K ﹤0.01%
40
288
$20.4K ﹤0.01%
+500
289
$20.3K ﹤0.01%
207
290
$20.1K ﹤0.01%
1,057
291
$19.8K ﹤0.01%
81
292
$19.7K ﹤0.01%
410
293
$19.6K ﹤0.01%
330
294
$19.2K ﹤0.01%
75
295
$18.2K ﹤0.01%
27
-7
296
$18K ﹤0.01%
90
297
$17.7K ﹤0.01%
+115
298
$17.6K ﹤0.01%
200
299
$17.6K ﹤0.01%
210
300
$17.6K ﹤0.01%
300
10 11
12
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