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
GNRC icon
26
Generac Holdings
GNRC
$12.4B
$31M 1.75%
158,703
+795
MA icon
27
Mastercard
MA
$465B
$30.2M 1.7%
60,415
+590
TPYP icon
28
Tortoise North American Pipeline ETF
TPYP
$877M
$28.3M 1.59%
667,141
+2,491
GS icon
29
Goldman Sachs
GS
$273B
$28.2M 1.59%
33,362
+364
AVDV icon
30
Avantis International Small Cap Value ETF
AVDV
$18.9B
$27.2M 1.54%
272,527
+7,492
TMO icon
31
Thermo Fisher Scientific
TMO
$196B
$26.7M 1.51%
54,303
+126
NVDA icon
32
NVIDIA
NVDA
$4.9T
$26.3M 1.49%
150,951
+772
VRTX icon
33
Vertex Pharmaceuticals
VRTX
$112B
$24.9M 1.4%
55,753
+361
LHX icon
34
L3Harris
LHX
$65.4B
$22M 1.24%
63,667
-301
GRMN icon
35
Garmin
GRMN
$51.5B
$21.5M 1.22%
92,844
-186
IBTI icon
36
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.66B
$21M 1.19%
943,410
+19,318
IBTJ icon
37
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.23B
$20.6M 1.16%
944,974
+17,579
XBB icon
38
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$407M
$20.3M 1.15%
500,015
+13,740
NOK icon
39
Nokia
NOK
$57.6B
$19.8M 1.12%
+2,460,760
SHYG icon
40
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
$19.4M 1.09%
457,730
+7,802
CDW icon
41
CDW
CDW
$17.1B
$19.3M 1.09%
159,131
+994
ON icon
42
ON Semiconductor
ON
$32.7B
$19M 1.07%
306,776
+3,080
IGSB icon
43
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22B
$18.8M 1.06%
357,227
+8,307
LOW icon
44
Lowe's Companies
LOW
$141B
$16.6M 0.94%
70,190
+480
UBER icon
45
Uber
UBER
$157B
$13.1M 0.74%
181,991
+4,301
BABA icon
46
Alibaba
BABA
$337B
$12.6M 0.71%
100,467
+100,268
GSIE icon
47
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$5.68B
$11.2M 0.63%
260,166
-9,455
IMTM icon
48
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.92B
$11M 0.62%
228,717
-7,325
HLI icon
49
Houlihan Lokey
HLI
$11.3B
$10.4M 0.59%
72,270
+2,310
VSLU icon
50
Applied Finance Valuation Large Cap ETF
VSLU
$488M
$8.55M 0.48%
204,495
-8,094
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