AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Sells

1 +$1.14M
2 +$1.04M
3 +$1.02M
4
PSBD icon
Palmer Square Capital BDC
PSBD
+$417K
5
AAPL icon
Apple
AAPL
+$379K

Sector Composition

1 Technology 18.07%
2 Healthcare 12.63%
3 Financials 10.09%
4 Industrials 7.52%
5 Consumer Discretionary 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GALT icon
251
Galectin Therapeutics
GALT
$198M
$41.6K ﹤0.01%
10,000
PAA icon
252
Plains All American Pipeline
PAA
$15.5B
$41.4K ﹤0.01%
2,304
IVE icon
253
iShares S&P 500 Value ETF
IVE
$49.5B
$41.3K ﹤0.01%
195
+1
CB icon
254
Chubb
CB
$130B
$40.6K ﹤0.01%
130
SPSB icon
255
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.78B
$40K ﹤0.01%
1,325
HUM icon
256
Humana
HUM
$21.7B
$39.2K ﹤0.01%
153
LYFT icon
257
Lyft
LYFT
$5.29B
$38.7K ﹤0.01%
2,000
FTXR icon
258
First Trust Nasdaq Transportation ETF
FTXR
$126M
$37.8K ﹤0.01%
975
BRBR icon
259
BellRing Brands
BRBR
$2.01B
$37.6K ﹤0.01%
1,408
FXD icon
260
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$286M
$37.3K ﹤0.01%
545
PR icon
261
Permian Resources
PR
$14B
$36K ﹤0.01%
2,568
CDE icon
262
Coeur Mining
CDE
$14.4B
$35.7K ﹤0.01%
2,000
IJK icon
263
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.62B
$35.4K ﹤0.01%
365
TNL icon
264
Travel + Leisure Co
TNL
$4.64B
$35.3K ﹤0.01%
500
VHT icon
265
Vanguard Health Care ETF
VHT
$17B
$34.8K ﹤0.01%
121
TEF
266
DELISTED
Telefonica
TEF
$34.3K ﹤0.01%
8,465
VB icon
267
Vanguard Small-Cap ETF
VB
$71.9B
$34K ﹤0.01%
132
WH icon
268
Wyndham Hotels & Resorts
WH
$5.94B
$33.9K ﹤0.01%
448
FISV
269
Fiserv Inc
FISV
$34.1B
$33.6K ﹤0.01%
500
DXCM icon
270
DexCom
DXCM
$27.3B
$33.2K ﹤0.01%
500
VWO icon
271
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$33.2K ﹤0.01%
617
VOD icon
272
Vodafone
VOD
$33.8B
$33K ﹤0.01%
2,500
MSI icon
273
Motorola Solutions
MSI
$77.4B
$32.6K ﹤0.01%
85
BLK icon
274
Blackrock
BLK
$159B
$32.1K ﹤0.01%
30
MLM icon
275
Martin Marietta Materials
MLM
$37.7B
$31.8K ﹤0.01%
51