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
51
$7.46M 0.52%
40,856
52
$7.3M 0.51%
208,457
+23,638
53
$7.25M 0.5%
41,861
+7,734
54
$6.66M 0.46%
18,166
+42
55
$6.13M 0.43%
43,131
-1,500
56
$5.74M 0.4%
25,045
-529
57
$5.21M 0.36%
95,049
-38,794
58
$4.43M 0.31%
71,256
-730
59
$4M 0.28%
24,109
+124
60
$3.87M 0.27%
25,019
+1,550
61
$3.83M 0.27%
22,463
+205
62
$2.47M 0.17%
26,350
63
$2.2M 0.15%
8,949
+1,748
64
$2.11M 0.15%
14,093
+331
65
$2.09M 0.14%
3,923
+232
66
$2.04M 0.14%
40,400
-7,200
67
$2.01M 0.14%
16,879
-200
68
$1.99M 0.14%
16,830
+1,555
69
$1.99M 0.14%
12,887
70
$1.93M 0.13%
6,197
-40
71
$1.86M 0.13%
4,964
+363
72
$1.78M 0.12%
13,443
-31
73
$1.76M 0.12%
9,270
+1,924
74
$1.66M 0.12%
1,754
+177
75
$1.59M 0.11%
48,067
-4,293
1 2
3
4 5