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
$1.6B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
527
New
Increased
Reduced
Closed

Top Buys

1
+$53.6M
2
+$36.7M
3
+$28.7M
4
GS icon
Goldman Sachs
GS
+$23.3M
5
NVDA icon
NVIDIA
NVDA
+$22.5M

Top Sells

1
+$23M
2
+$21M
3
+$20.4M
4
PYPL icon
PayPal
PYPL
+$18.6M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.4M

Sector Composition

1 Technology 19.9%
2 Healthcare 10.82%
3 Financials 9.48%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
1
Palantir
PLTR
$420B
$90.2M 5.64%
661,885
-72,439
SHY icon
2
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$54.7M 3.42%
660,278
+99,345
AVDE icon
3
Avantis International Equity ETF
AVDE
$11B
$54.1M 3.38%
731,327
+20,700
JAAA icon
4
Janus Henderson AAA CLO ETF
JAAA
$25.2B
$53.7M 3.35%
1,057,357
+132,349
JEMB
5
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
$423M
$53.6M 3.35%
+1,035,255
MELI icon
6
Mercado Libre
MELI
$107B
$44.5M 2.78%
17,044
+36
AVEM icon
7
Avantis Emerging Markets Equity ETF
AVEM
$15.1B
$44.2M 2.76%
645,242
+22,208
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.87T
$44M 2.75%
248,181
+2,916
URI icon
9
United Rentals
URI
$51.8B
$43.2M 2.7%
57,371
+269
LDOS icon
10
Leidos
LDOS
$24.1B
$41.3M 2.58%
261,473
-213
AMP icon
11
Ameriprise Financial
AMP
$43.7B
$41.2M 2.57%
77,107
+28
GILD icon
12
Gilead Sciences
GILD
$155B
$38.1M 2.38%
344,082
-985
PSQO
13
Palmer Square Credit Opportunities ETF
PSQO
$107M
$36.8M 2.3%
1,796,773
+1,398,637
BBBI icon
14
BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
BBBI
$54.9M
$36.7M 2.29%
+711,570
CSCO icon
15
Cisco
CSCO
$307B
$36.3M 2.27%
522,830
+1,624
ABBV icon
16
AbbVie
ABBV
$407B
$35.4M 2.21%
190,759
-589
FITB icon
17
Fifth Third Bancorp
FITB
$29.7B
$34.7M 2.17%
843,854
+3,152
JSI icon
18
Janus Henderson Securitized Income ETF
JSI
$1.32B
$34.1M 2.13%
648,789
+199,553
MA icon
19
Mastercard
MA
$497B
$34M 2.13%
60,583
-336
LMT icon
20
Lockheed Martin
LMT
$103B
$31.5M 1.97%
67,977
DHI icon
21
D.R. Horton
DHI
$48.2B
$29.9M 1.87%
231,999
+2,646
AVIV icon
22
Avantis International Large Cap Value ETF
AVIV
$954M
$29.2M 1.82%
468,898
+12,704
CDW icon
23
CDW
CDW
$18.7B
$28.1M 1.76%
157,618
+1,326
WMT icon
24
Walmart
WMT
$912B
$26.5M 1.65%
270,615
+1,764
AAPL icon
25
Apple
AAPL
$4.2T
$26.1M 1.63%
127,374
-181
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