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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
IEMG icon
301
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
$27.4K ﹤0.01%
392
HUM icon
302
Humana
HUM
$43.1B
$26.5K ﹤0.01%
153
ED icon
303
Consolidated Edison
ED
$40.1B
$26.3K ﹤0.01%
232
AMT icon
304
American Tower
AMT
$83.6B
$25.9K ﹤0.01%
150
APA icon
305
APA Corp
APA
$12.1B
$25.5K ﹤0.01%
600
PYPL icon
306
PayPal
PYPL
$36.8B
$24.9K ﹤0.01%
550
-251
VXUS icon
307
Vanguard Total International Stock ETF
VXUS
$150B
$24.3K ﹤0.01%
315
-7
SPOT icon
308
Spotify
SPOT
$93.7B
$24.2K ﹤0.01%
50
SOLS
309
Solstice Advanced Materials
SOLS
$13.4B
$23.8K ﹤0.01%
313
MCK icon
310
McKesson
MCK
$89.4B
$23.4K ﹤0.01%
27
ADX icon
311
Adams Diversified Equity Fund
ADX
$3.05B
$23.1K ﹤0.01%
1,057
AME icon
312
Ametek
AME
$53.7B
$22.9K ﹤0.01%
107
+3
SCHG icon
313
Schwab US Large-Cap Growth ETF
SCHG
$57.6B
$22.3K ﹤0.01%
766
+1
STX icon
314
Seagate
STX
$235B
$21.5K ﹤0.01%
55
+11
EFG icon
315
iShares MSCI EAFE Growth ETF
EFG
$16.5B
$21.5K ﹤0.01%
193
EPC icon
316
Edgewell Personal Care
EPC
$1.21B
$21.3K ﹤0.01%
1,000
BKNG icon
317
Booking.com
BKNG
$131B
$21.1K ﹤0.01%
125
MS icon
318
Morgan Stanley
MS
$357B
$20.9K ﹤0.01%
127
+42
GFL icon
319
GFL Environmental
GFL
$13B
$20.9K ﹤0.01%
500
AVUS icon
320
Avantis US Equity ETF
AVUS
$13.5B
$20.3K ﹤0.01%
183
EEFT icon
321
Euronet Worldwide
EEFT
$2.45B
$19.9K ﹤0.01%
300
SOC icon
322
Sable Offshore Corp
SOC
$1.38B
$19.8K ﹤0.01%
1,200
AZN icon
323
AstraZeneca
AZN
$281B
$19.7K ﹤0.01%
100
-100
BLK icon
324
Blackrock
BLK
$158B
$19.2K ﹤0.01%
20
-10
HSBC icon
325
HSBC
HSBC
$328B
$19.2K ﹤0.01%
233
11 12
13
14 15