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
201
$76.7K 0.01%
200
202
$69.6K ﹤0.01%
775
-99
203
$69.4K ﹤0.01%
2,400
204
$67.7K ﹤0.01%
710
+410
205
$66.3K ﹤0.01%
5,078
206
$66.1K ﹤0.01%
912
207
$65.5K ﹤0.01%
730
208
$65.2K ﹤0.01%
336
209
$64.3K ﹤0.01%
986
210
$64K ﹤0.01%
167
-10
211
$63.3K ﹤0.01%
603
-209
212
$62.9K ﹤0.01%
238
213
$59.8K ﹤0.01%
800
214
$57K ﹤0.01%
317
215
$56.5K ﹤0.01%
1,385
216
$56.4K ﹤0.01%
325
-25
217
$56.1K ﹤0.01%
1,000
218
$55.6K ﹤0.01%
820
+570
219
$54K ﹤0.01%
460
220
$53K ﹤0.01%
464
221
$50.7K ﹤0.01%
1,500
-850
222
$50.2K ﹤0.01%
663
223
$49.4K ﹤0.01%
971
+99
224
$48.1K ﹤0.01%
500
225
$48K ﹤0.01%
350
7 8
9
10 11