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
326
$10.6K ﹤0.01%
13
+10
327
$10.6K ﹤0.01%
110
328
$10.3K ﹤0.01%
28
329
$10.1K ﹤0.01%
2,000
330
$9.92K ﹤0.01%
85
331
$9.87K ﹤0.01%
100
332
$9.77K ﹤0.01%
30
333
$9.48K ﹤0.01%
75
334
$9.31K ﹤0.01%
656
335
$9.29K ﹤0.01%
35
336
$9.26K ﹤0.01%
225
337
$9.24K ﹤0.01%
+25
338
$9.04K ﹤0.01%
44
339
$8.93K ﹤0.01%
31
340
$8.67K ﹤0.01%
120
341
$8.44K ﹤0.01%
100
342
$8.36K ﹤0.01%
25
343
$8.33K ﹤0.01%
104
344
$7.93K ﹤0.01%
71
345
$7.92K ﹤0.01%
2,500
346
$7.63K ﹤0.01%
2
347
$7.55K ﹤0.01%
1,000
348
$7.45K ﹤0.01%
45
349
$7.19K ﹤0.01%
197
350
$7.06K ﹤0.01%
35
-61
12 13
14
15 16