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
176
$114K 0.01%
569
177
$113K 0.01%
1,090
178
$110K 0.01%
500
-66
179
$110K 0.01%
408
+28
180
$109K 0.01%
3,642
181
$108K 0.01%
1,743
182
$102K 0.01%
+1,803
183
$102K 0.01%
750
184
$101K 0.01%
1,112
185
$98.1K 0.01%
193
186
$96.9K 0.01%
1,100
187
$92.7K 0.01%
1,706
188
$89.3K 0.01%
1,400
189
$88.2K 0.01%
7,100
190
$88K 0.01%
330
-5
191
$87.4K 0.01%
1,268
-1
192
$86.8K 0.01%
2,130
193
$86.7K 0.01%
175
194
$85.5K 0.01%
385
195
$83.6K 0.01%
2,726
196
$82.4K 0.01%
177
-1
197
$81.9K 0.01%
658
198
$81.7K 0.01%
3,370
-863
199
$81.4K 0.01%
539
200
$80.2K 0.01%
+300
6 7
8
9 10