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
MDLZ icon
251
Mondelez International
MDLZ
$72.3B
$42.4K ﹤0.01%
629
PAA icon
252
Plains All American Pipeline
PAA
$12.5B
$42.2K ﹤0.01%
+2,304
KLAC icon
253
KLA
KLAC
$159B
$41.2K ﹤0.01%
46
+25
VTV icon
254
Vanguard Value ETF
VTV
$154B
$40.1K ﹤0.01%
+227
SPSB icon
255
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$40K ﹤0.01%
1,325
SPOT icon
256
Spotify
SPOT
$115B
$38.4K ﹤0.01%
50
TGT icon
257
Target
TGT
$41.2B
$38.4K ﹤0.01%
389
IVE icon
258
iShares S&P 500 Value ETF
IVE
$47.5B
$37.7K ﹤0.01%
+193
CB icon
259
Chubb
CB
$116B
$37.7K ﹤0.01%
130
HUM icon
260
Humana
HUM
$30.9B
$37.4K ﹤0.01%
153
WH icon
261
Wyndham Hotels & Resorts
WH
$5.58B
$36.4K ﹤0.01%
448
LRCX icon
262
Lam Research
LRCX
$201B
$36K ﹤0.01%
370
BSJP icon
263
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$585M
$35.8K ﹤0.01%
1,550
MSI icon
264
Motorola Solutions
MSI
$62.6B
$35.7K ﹤0.01%
85
FXD icon
265
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$296M
$34.6K ﹤0.01%
545
VOO icon
266
Vanguard S&P 500 ETF
VOO
$803B
$34.1K ﹤0.01%
60
-1
CORT icon
267
Corcept Therapeutics
CORT
$8.8B
$34.1K ﹤0.01%
464
IJK icon
268
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.14B
$33.2K ﹤0.01%
365
UNM icon
269
Unum
UNM
$12.3B
$32.3K ﹤0.01%
400
+200
OGE icon
270
OGE Energy
OGE
$9.12B
$32K ﹤0.01%
720
LYFT icon
271
Lyft
LYFT
$8.92B
$31.5K ﹤0.01%
+2,000
BLK icon
272
Blackrock
BLK
$168B
$31.5K ﹤0.01%
30
-15
HCA icon
273
HCA Healthcare
HCA
$111B
$31.4K ﹤0.01%
82
INTC icon
274
Intel
INTC
$209B
$31.4K ﹤0.01%
1,400
+200
HRB icon
275
H&R Block
HRB
$5.4B
$31.3K ﹤0.01%
570