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
TSLA icon
101
Tesla
TSLA
$1.5T
$761K 0.04%
2,048
+35
PM icon
102
Philip Morris
PM
$246B
$725K 0.04%
4,386
-150
AEP icon
103
American Electric Power
AEP
$72.7B
$721K 0.04%
5,500
BRK.A icon
104
Berkshire Hathaway Class A
BRK.A
$1.02T
$718K 0.04%
1
BMY icon
105
Bristol-Myers Squibb
BMY
$123B
$713K 0.04%
11,751
+23
ADP icon
106
Automatic Data Processing
ADP
$80.7B
$706K 0.04%
3,475
-450
VCSH icon
107
Vanguard Short-Term Corporate Bond ETF
VCSH
$41.7B
$674K 0.04%
8,500
WM icon
108
Waste Management
WM
$90.2B
$637K 0.04%
2,774
QCOM icon
109
Qualcomm
QCOM
$145B
$633K 0.04%
4,918
-76
USB icon
110
US Bancorp
USB
$88.5B
$614K 0.03%
11,798
-700
TJX icon
111
TJX Companies
TJX
$178B
$569K 0.03%
3,562
+1,128
EMR icon
112
Emerson Electric
EMR
$82.2B
$560K 0.03%
4,271
ANET icon
113
Arista Networks
ANET
$207B
$548K 0.03%
4,461
-200
GSST icon
114
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.47B
$534K 0.03%
10,558
META icon
115
Meta Platforms (Facebook)
META
$1.75T
$525K 0.03%
917
-73
ORCL icon
116
Oracle
ORCL
$503B
$506K 0.03%
3,437
+73
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$612B
$489K 0.03%
1,524
-542
LLY icon
118
Eli Lilly
LLY
$828B
$487K 0.03%
530
-15
RF icon
119
Regions Financial
RF
$24B
$483K 0.03%
18,500
BAC icon
120
Bank of America
BAC
$384B
$477K 0.03%
9,794
-2,967
SAIA icon
121
Saia
SAIA
$11.6B
$465K 0.03%
1,325
CW icon
122
Curtiss-Wright
CW
$27.2B
$441K 0.02%
648
CARR icon
123
Carrier Global
CARR
$51.2B
$428K 0.02%
7,607
SCHW icon
124
Charles Schwab
SCHW
$160B
$428K 0.02%
4,554
+2,542
V icon
125
Visa
V
$610B
$396K 0.02%
1,309
+4
3 4
5
6 7