AP
Atwood & Palmer Portfolio holdings
AUM
$1.76B
1-Year Est. Return
23.73%
This Fund
S&P 500
1 Year Est. Return
+23.73%
AUM
$1.76B
AUM Growth
+$57.4M
(+3.4%)
Holding
503
Top Buys
| 1 | +$12.8M | |
| 2 | +$6.94M | |
| 3 | +$2.46M | |
| 4 |
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
|
+$2.22M |
| 5 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.14M |
Top Sells
| 1 | +$1.14M | |
| 2 | +$1.04M | |
| 3 | +$1.02M | |
| 4 |
Palmer Square Capital BDC
PSBD
|
+$417K |
| 5 |
Apple
AAPL
|
+$379K |
Sector Composition
| 1 | Technology | 18.07% |
| 2 | Healthcare | 12.63% |
| 3 | Financials | 10.09% |
| 4 | Industrials | 7.52% |
| 5 | Consumer Discretionary | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
501
Vanguard Small-Cap Value ETF
VBR
$34.1B
| – | – |
0
|
|
||
502
Valero Energy
VLO
$68.8B
| – | – |
-25
|
|
||
|
NUTX
503
Nutex Health
NUTX
$767M
| – | – |
-13
|
|