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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
COF icon
176
Capital One
COF
$123B
$139K 0.01%
764
KMI icon
177
Kinder Morgan
KMI
$72.4B
$138K 0.01%
4,124
+37
GSY icon
178
Invesco Ultra Short Duration ETF
GSY
$3.54B
$138K 0.01%
2,750
LNG icon
179
Cheniere Energy
LNG
$49.1B
$134K 0.01%
472
VV icon
180
Vanguard Large-Cap ETF
VV
$51.6B
$134K 0.01%
+448
EFSC icon
181
Enterprise Financial Services Corp
EFSC
$2.37B
$133K 0.01%
2,460
WMB icon
182
Williams Companies
WMB
$92.7B
$129K 0.01%
1,779
BCS icon
183
Barclays
BCS
$91.2B
$129K 0.01%
6,105
-933
FXL icon
184
First Trust Technology AlphaDEX Fund
FXL
$1.68B
$127K 0.01%
800
AVMC icon
185
Avantis US Mid Cap Equity ETF
AVMC
$426M
$126K 0.01%
1,743
AVDS icon
186
Avantis International Small Cap Equity ETF
AVDS
$308M
$123K 0.01%
1,706
TRP icon
187
TC Energy
TRP
$72.3B
$119K 0.01%
1,895
ZTS icon
188
Zoetis
ZTS
$32.2B
$115K 0.01%
969
-600
ILCG icon
189
iShares Morningstar Growth ETF
ILCG
$3.1B
$108K 0.01%
1,129
+1
FXH icon
190
First Trust Health Care AlphaDEX Fund
FXH
$904M
$104K 0.01%
950
EVRG icon
191
Evergy
EVRG
$19.6B
$104K 0.01%
1,266
-2
SEE
192
DELISTED
Sealed Air
SEE
$101K 0.01%
2,400
OMC icon
193
Omnicom Group
OMC
$20.8B
$99.9K 0.01%
1,327
DKNG icon
194
DraftKings
DKNG
$12.5B
$98.9K 0.01%
4,575
-538,412
VNQ icon
195
Vanguard Real Estate ETF
VNQ
$37.9B
$98.6K 0.01%
1,112
VBR icon
196
Vanguard Small-Cap Value ETF
VBR
$36.2B
$97.9K 0.01%
+451
PWR icon
197
Quanta Services
PWR
$105B
$97.7K 0.01%
178
VBK icon
198
Vanguard Small-Cap Growth ETF
VBK
$23.7B
$97.5K 0.01%
322
+308
DIVO icon
199
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.17B
$95.5K 0.01%
2,130
IJT icon
200
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.17B
$95.2K 0.01%
658
6 7
8
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