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 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VB icon
276
Vanguard Small-Cap ETF
VB
$73.7B
$31.3K ﹤0.01%
132
CMG icon
277
Chipotle Mexican Grill
CMG
$52.8B
$30.9K ﹤0.01%
550
FTXR icon
278
First Trust Nasdaq Transportation ETF
FTXR
$34.2M
$30.8K ﹤0.01%
975
VWO icon
279
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$30.5K ﹤0.01%
617
ALL icon
280
Allstate
ALL
$50.3B
$30.2K ﹤0.01%
150
VHT icon
281
Vanguard Health Care ETF
VHT
$17.4B
$30.1K ﹤0.01%
121
NMRK icon
282
Newmark Group
NMRK
$3.15B
$29.5K ﹤0.01%
2,424
DOW icon
283
Dow Inc
DOW
$19.6B
$29.1K ﹤0.01%
1,100
BKNG icon
284
Booking.com
BKNG
$165B
$28.9K ﹤0.01%
+5
SHAK icon
285
Shake Shack
SHAK
$3.99B
$28.1K ﹤0.01%
200
MLM icon
286
Martin Marietta Materials
MLM
$39.3B
$28K ﹤0.01%
51
ETR icon
287
Entergy
ETR
$43.1B
$27.4K ﹤0.01%
330
+190
CLF icon
288
Cleveland-Cliffs
CLF
$7.98B
$27.4K ﹤0.01%
+3,600
SDY icon
289
State Street SPDR S&P Dividend ETF
SDY
$20.8B
$27.1K ﹤0.01%
200
-550
VOD icon
290
Vodafone
VOD
$31.6B
$26.6K ﹤0.01%
+2,500
VGT icon
291
Vanguard Information Technology ETF
VGT
$114B
$26.5K ﹤0.01%
40
SWKS icon
292
Skyworks Solutions
SWKS
$8.66B
$26.2K ﹤0.01%
351
VYM icon
293
Vanguard High Dividend Yield ETF
VYM
$71.5B
$26.1K ﹤0.01%
+196
TNL icon
294
Travel + Leisure Co
TNL
$4.66B
$25.8K ﹤0.01%
500
NKE icon
295
Nike
NKE
$95.3B
$25.7K ﹤0.01%
362
GFL icon
296
GFL Environmental
GFL
$14.8B
$25.2K ﹤0.01%
500
SPG icon
297
Simon Property Group
SPG
$60.4B
$24.9K ﹤0.01%
155
EFV icon
298
iShares MSCI EAFE Value ETF
EFV
$28.5B
$24.9K ﹤0.01%
+392
SCHM icon
299
Schwab US Mid-Cap ETF
SCHM
$13.1B
$24.8K ﹤0.01%
+885
SSNC icon
300
SS&C Technologies
SSNC
$20.9B
$24.7K ﹤0.01%
298