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
101
$649K 0.05%
2,805
+98
102
$643K 0.04%
1,115
+100
103
$605K 0.04%
14,509
+3,457
104
$601K 0.04%
5,500
105
$572K 0.04%
3,008
106
$564K 0.04%
3,370
+1,188
107
$530K 0.04%
10,475
-150
108
$512K 0.04%
620
+88
109
$508K 0.04%
3,633
+270
110
$484K 0.03%
1,382
+762
111
$482K 0.03%
7,607
-100
112
$468K 0.03%
4,271
-98
113
$463K 0.03%
1,325
114
$454K 0.03%
9,235
-1,225
115
$453K 0.03%
+34,010
116
$439K 0.03%
1,695
-15
117
$405K 0.03%
3,925
-57
118
$402K 0.03%
18,500
119
$400K 0.03%
5,169
+121
120
$380K 0.03%
6,350
-6,100
121
$379K 0.03%
720
+200
122
$366K 0.03%
1,333
+33
123
$359K 0.02%
1,040
+484
124
$309K 0.02%
5,078
125
$296K 0.02%
2,434
-42
3 4
5
6 7