AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.77B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.1M
3
+$3.28M
4
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.44M
5
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.41M

Top Sells

1
+$14.6M
2
+$1.4M
3
+$1.16M
4
PLTR icon
Palantir
PLTR
+$1.08M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$934K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.79%
3 Financials 9.32%
4 Industrials 8.44%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQIX icon
426
Equinix
EQIX
$109B
$2.94K ﹤0.01%
3
-10
ROP icon
427
Roper Technologies
ROP
$36.8B
$2.83K ﹤0.01%
8
XLF icon
428
State Street Financial Select Sector SPDR ETF
XLF
$51.5B
$2.81K ﹤0.01%
57
CMI icon
429
Cummins
CMI
$88B
$2.69K ﹤0.01%
+5
QUAL icon
430
iShares MSCI USA Quality Factor ETF
QUAL
$49.8B
$2.69K ﹤0.01%
14
XLB icon
431
State Street Materials Select Sector SPDR ETF
XLB
$7.67B
$2.6K ﹤0.01%
52
CCB icon
432
Coastal Financial
CCB
$1.26B
$2.51K ﹤0.01%
33
RCL icon
433
Royal Caribbean
RCL
$76.4B
$2.48K ﹤0.01%
+9
ACM icon
434
Aecom
ACM
$11.2B
$2.38K ﹤0.01%
28
KEYS icon
435
Keysight
KEYS
$57.5B
$2.26K ﹤0.01%
+8
EXC icon
436
Exelon
EXC
$47.5B
$2.25K ﹤0.01%
46
BIIB icon
437
Biogen
BIIB
$26.9B
$2.2K ﹤0.01%
12
+7
CASY icon
438
Casey's General Stores
CASY
$28.4B
$2.18K ﹤0.01%
3
ADSK icon
439
Autodesk
ADSK
$51.8B
$2.15K ﹤0.01%
9
-34
CI icon
440
Cigna
CI
$73.8B
$2.13K ﹤0.01%
8
XLK icon
441
State Street Technology Select Sector SPDR ETF
XLK
$98.7B
$2.13K ﹤0.01%
+16
UL icon
442
Unilever
UL
$127B
$2.11K ﹤0.01%
37
AMH icon
443
American Homes 4 Rent
AMH
$11.3B
$2.04K ﹤0.01%
73
BA icon
444
Boeing
BA
$177B
$1.99K ﹤0.01%
+10
UPS icon
445
United Parcel Service
UPS
$91B
$1.97K ﹤0.01%
20
CIEN icon
446
Ciena
CIEN
$71.2B
$1.94K ﹤0.01%
+5
HWM icon
447
Howmet Aerospace
HWM
$102B
$1.84K ﹤0.01%
+8
TLH icon
448
iShares 10-20 Year Treasury Bond ETF
TLH
$12.2B
$1.71K ﹤0.01%
+17
DELL icon
449
Dell
DELL
$132B
$1.64K ﹤0.01%
10
MTSI icon
450
MACOM Technology Solutions
MTSI
$21.1B
$1.55K ﹤0.01%
+7
16 17
18
19 20