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
401
$1.43K ﹤0.01%
30
402
$1.43K ﹤0.01%
350
403
$1.42K ﹤0.01%
5
404
$1.38K ﹤0.01%
1
405
$1.34K ﹤0.01%
29
406
$1.32K ﹤0.01%
10
407
$1.32K ﹤0.01%
30
408
$1.12K ﹤0.01%
7
409
$1.1K ﹤0.01%
15
-232
410
$1.04K ﹤0.01%
18
411
$1.01K ﹤0.01%
24
412
$933 ﹤0.01%
1
413
$918 ﹤0.01%
5
414
$912 ﹤0.01%
10
415
$863 ﹤0.01%
12
416
$801 ﹤0.01%
10
417
$764 ﹤0.01%
4
418
$685 ﹤0.01%
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419
$667 ﹤0.01%
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420
$663 ﹤0.01%
1
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$612 ﹤0.01%
13
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$553 ﹤0.01%
5
423
$540 ﹤0.01%
500
424
$537 ﹤0.01%
2
-2
425
$534 ﹤0.01%
10
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17
18 19