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
DGRO icon
151
iShares Core Dividend Growth ETF
DGRO
$39.4B
$252K 0.01%
+3,598
WFC icon
152
Wells Fargo
WFC
$251B
$239K 0.01%
2,998
-158
CAH icon
153
Cardinal Health
CAH
$49.7B
$233K 0.01%
1,104
-300
MDY icon
154
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.2B
$230K 0.01%
373
AXON icon
155
Axon Enterprise
AXON
$32.5B
$221K 0.01%
520
PANW icon
156
Palo Alto Networks
PANW
$138B
$218K 0.01%
1,362
GEV icon
157
GE Vernova
GEV
$266B
$204K 0.01%
234
FBIN icon
158
Fortune Brands Innovations
FBIN
$4.96B
$198K 0.01%
5,078
UNP icon
159
Union Pacific
UNP
$150B
$197K 0.01%
810
-57
SPTM icon
160
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.9B
$182K 0.01%
2,298
JPST icon
161
JPMorgan Ultra-Short Income ETF
JPST
$37.8B
$177K 0.01%
3,500
DUK icon
162
Duke Energy
DUK
$99.5B
$177K 0.01%
1,348
IJR icon
163
iShares Core S&P Small-Cap ETF
IJR
$101B
$175K 0.01%
1,406
-94
CRWD icon
164
CrowdStrike
CRWD
$110B
$174K 0.01%
446
ACGL icon
165
Arch Capital
ACGL
$34.7B
$173K 0.01%
1,800
ESLT icon
166
Elbit Systems
ESLT
$41.1B
$170K 0.01%
200
UI icon
167
Ubiquiti
UI
$65.5B
$167K 0.01%
211
CP icon
168
Canadian Pacific Kansas City
CP
$73.3B
$163K 0.01%
2,067
-332
ORLY icon
169
O'Reilly Automotive
ORLY
$77.7B
$152K 0.01%
1,650
VO icon
170
Vanguard Mid-Cap ETF
VO
$99.1B
$152K 0.01%
+529
IJS icon
171
iShares S&P Small-Cap 600 Value ETF
IJS
$7.71B
$151K 0.01%
1,271
DIS icon
172
Walt Disney
DIS
$188B
$150K 0.01%
1,555
+31
NJR icon
173
New Jersey Resources
NJR
$5.61B
$147K 0.01%
2,680
TRGP icon
174
Targa Resources
TRGP
$49.7B
$144K 0.01%
575
CDNS icon
175
Cadence Design Systems
CDNS
$87.9B
$140K 0.01%
505
+465
5 6
7
8 9