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
351
$6.96K ﹤0.01%
12
352
$6.87K ﹤0.01%
84
353
$6.46K ﹤0.01%
24
354
$6.33K ﹤0.01%
127
355
$6.26K ﹤0.01%
+250
356
$6.05K ﹤0.01%
25
357
$5.93K ﹤0.01%
6
358
$5.73K ﹤0.01%
29
359
$5.6K ﹤0.01%
1,000
360
$5.47K ﹤0.01%
300
361
$5.34K ﹤0.01%
+99
362
$5.22K ﹤0.01%
125
-239
363
$5.21K ﹤0.01%
+1,500
364
$5.12K ﹤0.01%
10
-8
365
$5.07K ﹤0.01%
59
366
$4.76K ﹤0.01%
89
367
$4.72K ﹤0.01%
8
368
$4.69K ﹤0.01%
327
369
$4.67K ﹤0.01%
141
370
$4.15K ﹤0.01%
223
371
$4.12K ﹤0.01%
+39
372
$4.12K ﹤0.01%
325
373
$4.08K ﹤0.01%
70
374
$4.01K ﹤0.01%
106
375
$3.82K ﹤0.01%
40
13 14
15
16 17