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
301
$17.5K ﹤0.01%
303
-28
302
$17.4K ﹤0.01%
150
303
$16.8K ﹤0.01%
1,500
304
$16.3K ﹤0.01%
+200
305
$16.1K ﹤0.01%
165
+65
306
$15.7K ﹤0.01%
107
307
$15.3K ﹤0.01%
189
308
$14.7K ﹤0.01%
200
309
$14.5K ﹤0.01%
400
310
$14.3K ﹤0.01%
1,120
-65
311
$14.3K ﹤0.01%
21
312
$14K ﹤0.01%
100
313
$13.4K ﹤0.01%
4,000
314
$13K ﹤0.01%
287
-28
315
$12.8K ﹤0.01%
75
316
$12.7K ﹤0.01%
345
317
$12.6K ﹤0.01%
600
318
$12.3K ﹤0.01%
61
-66
319
$12K ﹤0.01%
160
320
$12K ﹤0.01%
140
-148
321
$11.9K ﹤0.01%
100
322
$11.3K ﹤0.01%
51
323
$11.3K ﹤0.01%
452
+437
324
$11.2K ﹤0.01%
188
325
$10.9K ﹤0.01%
75
11 12
13
14 15