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
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$38.6M
2 +$366K
3 +$354K
4
COST icon
Costco
COST
+$280K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$243K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VYM icon
301
Vanguard High Dividend Yield ETF
VYM
$68.1B
$27.8K ﹤0.01%
197
+1
ASML icon
302
ASML
ASML
$443B
$27.1K ﹤0.01%
28
NVO icon
303
Novo Nordisk
NVO
$211B
$27.1K ﹤0.01%
488
-249
SWKS icon
304
Skyworks Solutions
SWKS
$10.3B
$27K ﹤0.01%
351
BKNG icon
305
Booking.com
BKNG
$163B
$27K ﹤0.01%
5
SRPT icon
306
Sarepta Therapeutics
SRPT
$2.29B
$27K ﹤0.01%
1,400
EFV icon
307
iShares MSCI EAFE Value ETF
EFV
$27.2B
$26.6K ﹤0.01%
392
SSNC icon
308
SS&C Technologies
SSNC
$21.1B
$26.5K ﹤0.01%
298
EEFT icon
309
Euronet Worldwide
EEFT
$3.15B
$26.3K ﹤0.01%
300
-131
SCHM icon
310
Schwab US Mid-Cap ETF
SCHM
$12.2B
$26.3K ﹤0.01%
889
+4
IEMG icon
311
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$25.5K ﹤0.01%
387
EWC icon
312
iShares MSCI Canada ETF
EWC
$3.48B
$25.3K ﹤0.01%
500
NKE icon
313
Nike
NKE
$97B
$25.3K ﹤0.01%
362
DOW icon
314
Dow Inc
DOW
$16.9B
$25.2K ﹤0.01%
1,100
ADM icon
315
Archer Daniels Midland
ADM
$28.7B
$24.5K ﹤0.01%
410
SCHG icon
316
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$24.4K ﹤0.01%
765
+1
GFL icon
317
GFL Environmental
GFL
$15.6B
$23.7K ﹤0.01%
500
VXUS icon
318
Vanguard Total International Stock ETF
VXUS
$112B
$23.7K ﹤0.01%
+322
TSCO icon
319
Tractor Supply
TSCO
$28.6B
$23.6K ﹤0.01%
415
GTY
320
Getty Realty Corp
GTY
$1.64B
$23.6K ﹤0.01%
879
ADX icon
321
Adams Diversified Equity Fund
ADX
$2.77B
$23.6K ﹤0.01%
1,057
RXST icon
322
RxSight
RXST
$488M
$23.4K ﹤0.01%
+2,600
ED icon
323
Consolidated Edison
ED
$34.8B
$23.3K ﹤0.01%
232
TPR icon
324
Tapestry
TPR
$22.9B
$23.1K ﹤0.01%
204
BK icon
325
Bank of New York Mellon
BK
$78.9B
$22.9K ﹤0.01%
210