AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.46B
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.72M
3
+$2.62M
4
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$2.53M
5
PSQO
Palmer Square Credit Opportunities ETF
PSQO
+$2.32M

Top Sells

1
+$8.38M
2
+$6.42M
3
+$1.87M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$1.86M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$922K

Sector Composition

1 Technology 18.65%
2 Healthcare 14.53%
3 Financials 10.24%
4 Industrials 8.18%
5 Consumer Discretionary 6.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-500
477
– –
-15
478
– –
-28
479
– –
-28
480
– –
-17
481
– –
-30
482
– –
-216
483
– –
-313
484
– –
-2
485
– –
-8
486
– –
-423
487
– –
-5,000
488
– –
-2
489
– –
-90
490
– –
-40
491
– –
-5
492
– –
-2
493
– –
-35
494
– –
-348
495
– –
-650
496
– –
-1,000
16 17 18 19
20