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
126
$293K 0.02%
5,777
-8,000
127
$291K 0.02%
556
-219
128
$289K 0.02%
4,808
129
$283K 0.02%
1,380
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130
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131
$277K 0.02%
1,092
-27
132
$275K 0.02%
6,635
133
$267K 0.02%
10,539
-3,400
134
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1,257
-13
135
$264K 0.02%
4,530
136
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1,569
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137
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4,500
-400
138
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700
139
$235K 0.02%
3,300
140
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502
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141
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1,000
142
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143
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144
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145
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146
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374
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147
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-1,500
148
$209K 0.01%
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-300
149
$208K 0.01%
4,071
150
$206K 0.01%
648
4 5
6
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