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
ECL icon
126
Ecolab
ECL
$77.9B
$391K 0.02%
1,470
+378
BX icon
127
Blackstone
BX
$100B
$366K 0.02%
3,180
+35
VOT icon
128
Vanguard Mid-Cap Growth ETF
VOT
$18.3B
$360K 0.02%
1,401
+1,381
VYM icon
129
Vanguard High Dividend Yield ETF
VYM
$76.1B
$345K 0.02%
2,328
+2,129
EPD icon
130
Enterprise Products Partners
EPD
$79.8B
$338K 0.02%
8,931
VOE icon
131
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$337K 0.02%
+1,831
NXPI icon
132
NXP Semiconductors
NXPI
$55.9B
$336K 0.02%
1,708
MPLX icon
133
MPLX
MPLX
$56.5B
$334K 0.02%
5,844
SRE icon
134
Sempra
SRE
$61B
$322K 0.02%
3,313
+13
MO icon
135
Altria Group
MO
$108B
$317K 0.02%
4,808
IJH icon
136
iShares Core S&P Mid-Cap ETF
IJH
$116B
$296K 0.02%
4,380
-150
OTIS icon
137
Otis Worldwide
OTIS
$31.4B
$295K 0.02%
3,825
-100
APH icon
138
Amphenol
APH
$188B
$293K 0.02%
+2,320
TT icon
139
Trane Technologies
TT
$106B
$292K 0.02%
700
INTC icon
140
Intel
INTC
$330B
$291K 0.02%
6,602
+5,401
QQQ icon
141
Invesco QQQ Trust
QQQ
$420B
$290K 0.02%
503
+1
HON icon
142
Honeywell
HON
$146B
$284K 0.02%
1,257
AVLV icon
143
Avantis US Large Cap Value ETF
AVLV
$11.4B
$284K 0.02%
3,525
+5
PFE icon
144
Pfizer
PFE
$157B
$282K 0.02%
10,033
+104
AVIG icon
145
Avantis Core Fixed Income ETF
AVIG
$1.8B
$276K 0.02%
6,635
GE icon
146
GE Aerospace
GE
$317B
$271K 0.02%
954
+6
LH icon
147
Labcorp
LH
$22.1B
$267K 0.02%
1,000
IWD icon
148
iShares Russell 1000 Value ETF
IWD
$73.4B
$264K 0.01%
1,234
EEM icon
149
iShares MSCI Emerging Markets ETF
EEM
$28B
$255K 0.01%
4,499
-124
ETN icon
150
Eaton
ETN
$158B
$255K 0.01%
714
+583
4 5
6
7 8