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
376
$3.74K ﹤0.01%
44
377
$3.67K ﹤0.01%
26
378
$3.67K ﹤0.01%
35
379
$3.3K ﹤0.01%
25
380
$3.26K ﹤0.01%
200
381
$2.99K ﹤0.01%
50
-225
382
$2.98K ﹤0.01%
65
383
$2.9K ﹤0.01%
16
384
$2.83K ﹤0.01%
100
385
$2.76K ﹤0.01%
73
386
$2.63K ﹤0.01%
8
387
$2.6K ﹤0.01%
28
388
$2.5K ﹤0.01%
42
-179
389
$2.49K ﹤0.01%
100
390
$2.44K ﹤0.01%
10
391
$2.36K ﹤0.01%
9
392
$2.2K ﹤0.01%
20
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$2.18K ﹤0.01%
50
394
$2.16K ﹤0.01%
50
395
$2.12K ﹤0.01%
46
-200
396
$1.92K ﹤0.01%
19
-184
397
$1.78K ﹤0.01%
204
-43
398
$1.72K ﹤0.01%
10
399
$1.44K ﹤0.01%
18
400
$1.44K ﹤0.01%
+5
14 15
16
17 18