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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
ET icon
201
Energy Transfer Partners
ET
$66.1B
$93.1K 0.01%
4,822
MRK icon
202
Merck
MRK
$295B
$92.9K 0.01%
772
+42
MUB icon
203
iShares National Muni Bond ETF
MUB
$45.5B
$89.8K 0.01%
846
+4
LRCX icon
204
Lam Research
LRCX
$464B
$88.9K 0.01%
416
+46
MCO icon
205
Moody's
MCO
$77.6B
$87.3K ﹤0.01%
200
-200
TY icon
206
TRI-Continental Corp
TY
$1.84B
$86.1K ﹤0.01%
2,726
EMN icon
207
Eastman Chemical
EMN
$7.95B
$84K ﹤0.01%
1,100
IWN icon
208
iShares Russell 2000 Value ETF
IWN
$14.3B
$83.2K ﹤0.01%
439
SPGI icon
209
S&P Global
SPGI
$118B
$82.6K ﹤0.01%
194
HEI icon
210
HEICO Corp
HEI
$46.7B
$82.3K ﹤0.01%
300
FDN icon
211
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.95B
$80.7K ﹤0.01%
345
VOO icon
212
Vanguard S&P 500 ETF
VOO
$968B
$80.7K ﹤0.01%
135
-35
COP icon
213
ConocoPhillips
COP
$134B
$79.6K ﹤0.01%
603
ISRG icon
214
Intuitive Surgical
ISRG
$143B
$79.3K ﹤0.01%
172
ICSH icon
215
iShares Ultra Short Duration Bond Active ETF
ICSH
$7.75B
$77.2K ﹤0.01%
1,525
LIN icon
216
Linde
LIN
$237B
$76.8K ﹤0.01%
155
-22
IBIT icon
217
iShares Bitcoin Trust
IBIT
$47.7B
$76.8K ﹤0.01%
2,000
-450
TCBI icon
218
Texas Capital Bancshares
TCBI
$4.43B
$75.9K ﹤0.01%
800
IEFA icon
219
iShares Core MSCI EAFE ETF
IEFA
$184B
$73.5K ﹤0.01%
812
EW icon
220
Edwards Lifesciences
EW
$50.1B
$73.4K ﹤0.01%
916
+4
UNH icon
221
UnitedHealth
UNH
$372B
$72.8K ﹤0.01%
269
-227
VIG icon
222
Vanguard Dividend Appreciation ETF
VIG
$108B
$72.3K ﹤0.01%
336
POST icon
223
Post Holdings
POST
$4.03B
$70.8K ﹤0.01%
716
-200
FTNT icon
224
Fortinet
FTNT
$108B
$70.3K ﹤0.01%
860
TYL icon
225
Tyler Technologies
TYL
$11.5B
$69.8K ﹤0.01%
204
7 8
9
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