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
76
$1.51M 0.1%
51,007
77
$1.51M 0.1%
2,699
+453
78
$1.5M 0.1%
13,871
+2,163
79
$1.37M 0.09%
2,250
80
$1.37M 0.09%
4,475
-16
81
$1.09M 0.08%
24,030
-1,140
82
$1.08M 0.08%
10,729
+6,951
83
$1.03M 0.07%
4,149
-1,150
84
$1.01M 0.07%
33,100
85
$996K 0.07%
3,188
-26
86
$989K 0.07%
1,760
-362
87
$919K 0.06%
8,316
-502
88
$864K 0.06%
7,081
89
$846K 0.06%
2,565
90
$839K 0.06%
11,716
-150
91
$830K 0.06%
1,768
92
$820K 0.06%
4,903
-16
93
$799K 0.06%
4,546
94
$789K 0.05%
5,136
+313
95
$785K 0.05%
2,175
-375
96
$752K 0.05%
4,736
-10
97
$746K 0.05%
12,234
+506
98
$710K 0.05%
8,250
99
$682K 0.05%
9,616
100
$654K 0.05%
15,498
-1,150
2 3
4
5 6