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
GTY
301
Getty Realty Corp
GTY
$1.64B
$24.3K ﹤0.01%
879
FTSM icon
302
First Trust Enhanced Short Maturity ETF
FTSM
$6.25B
$23.9K ﹤0.01%
400
-5,950
BWIN
303
Baldwin Insurance Group
BWIN
$1.86B
$23.9K ﹤0.01%
559
-21
SRPT icon
304
Sarepta Therapeutics
SRPT
$2.29B
$23.9K ﹤0.01%
1,400
OUNZ icon
305
VanEck Merk Gold Trust
OUNZ
$2.4B
$23.9K ﹤0.01%
749
SCHP icon
306
Schwab US TIPS ETF
SCHP
$14.7B
$23.7K ﹤0.01%
+890
EPC icon
307
Edgewell Personal Care
EPC
$817M
$23.4K ﹤0.01%
1,000
BSJQ icon
308
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
$23.3K ﹤0.01%
1,000
ED icon
309
Consolidated Edison
ED
$34.8B
$23.3K ﹤0.01%
232
IEMG icon
310
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$23.2K ﹤0.01%
387
+288
EWC icon
311
iShares MSCI Canada ETF
EWC
$3.48B
$23.1K ﹤0.01%
500
ADX icon
312
Adams Diversified Equity Fund
ADX
$2.77B
$22.9K ﹤0.01%
1,057
PGR icon
313
Progressive
PGR
$133B
$22.7K ﹤0.01%
85
BABA icon
314
Alibaba
BABA
$377B
$22.6K ﹤0.01%
199
+189
ASML icon
315
ASML
ASML
$443B
$22.4K ﹤0.01%
28
+27
SCHG icon
316
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$22.3K ﹤0.01%
+764
TSCO icon
317
Tractor Supply
TSCO
$28.6B
$21.9K ﹤0.01%
415
PCAR icon
318
PACCAR
PCAR
$57B
$21.9K ﹤0.01%
230
ADM icon
319
Archer Daniels Midland
ADM
$28.7B
$21.6K ﹤0.01%
410
INCO icon
320
Columbia India Consumer ETF
INCO
$280M
$21.4K ﹤0.01%
330
EFG icon
321
iShares MSCI EAFE Growth ETF
EFG
$9.48B
$21.3K ﹤0.01%
+190
MCK icon
322
McKesson
MCK
$99.4B
$19.8K ﹤0.01%
27
CEG icon
323
Constellation Energy
CEG
$113B
$19.7K ﹤0.01%
61
CMCSA icon
324
Comcast
CMCSA
$100B
$19.5K ﹤0.01%
547
+202
HESM icon
325
Hess Midstream
HESM
$4.42B
$19.3K ﹤0.01%
+501