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
ALL icon
276
Allstate
ALL
$55.1B
$31.2K ﹤0.01%
150
TEVA icon
277
Teva Pharmaceuticals
TEVA
$36.9B
$31.2K ﹤0.01%
1,000
OUNZ icon
278
VanEck Merk Gold Trust
OUNZ
$3.1B
$31.1K ﹤0.01%
749
UNM icon
279
Unum
UNM
$12.2B
$31K ﹤0.01%
400
OGE icon
280
OGE Energy
OGE
$9.96B
$30.7K ﹤0.01%
720
ETR icon
281
Entergy
ETR
$47.8B
$30.5K ﹤0.01%
330
VGT icon
282
Vanguard Information Technology ETF
VGT
$110B
$30.2K ﹤0.01%
40
SRPT icon
283
Sarepta Therapeutics
SRPT
$1.7B
$30.1K ﹤0.01%
1,400
ASML icon
284
ASML
ASML
$526B
$30K ﹤0.01%
28
ADAM
285
Adamas Trust
ADAM
$743M
$29.2K ﹤0.01%
4,000
BABA icon
286
Alibaba
BABA
$310B
$29.2K ﹤0.01%
199
SPOT icon
287
Spotify
SPOT
$114B
$29K ﹤0.01%
50
SPG icon
288
Simon Property Group
SPG
$65.5B
$28.7K ﹤0.01%
155
EFV icon
289
iShares MSCI EAFE Value ETF
EFV
$29.4B
$28.6K ﹤0.01%
401
+9
LYV icon
290
Live Nation Entertainment
LYV
$37.6B
$28.5K ﹤0.01%
200
VYM icon
291
Vanguard High Dividend Yield ETF
VYM
$73.1B
$28.5K ﹤0.01%
199
+2
SDY icon
292
State Street SPDR S&P Dividend ETF
SDY
$21.6B
$27.8K ﹤0.01%
200
RXST icon
293
RxSight
RXST
$321M
$27.1K ﹤0.01%
2,600
EWC icon
294
iShares MSCI Canada ETF
EWC
$4.34B
$27K ﹤0.01%
500
SCHM icon
295
Schwab US Mid-Cap ETF
SCHM
$13.3B
$26.8K ﹤0.01%
893
+4
BKNG icon
296
Booking.com
BKNG
$146B
$26.8K ﹤0.01%
5
IEMG icon
297
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$26.4K ﹤0.01%
392
+5
AMT icon
298
American Tower
AMT
$87.9B
$26.3K ﹤0.01%
150
HCA icon
299
HCA Healthcare
HCA
$120B
$26.1K ﹤0.01%
56
-26
TPR icon
300
Tapestry
TPR
$30.2B
$26.1K ﹤0.01%
204