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Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
DOW icon
301
Dow Inc
DOW
$24.7B
$25.7K ﹤0.01%
1,100
SCHG icon
302
Schwab US Large-Cap Growth ETF
SCHG
$57.3B
$25K ﹤0.01%
765
HRB icon
303
H&R Block
HRB
$4.72B
$24.8K ﹤0.01%
570
NVO
304
Novo Nordisk
NVO
$190B
$24.8K ﹤0.01%
488
ADX icon
305
Adams Diversified Equity Fund
ADX
$2.98B
$24.6K ﹤0.01%
1,057
BNY
306
Bank of New York Mellon
BNY
$95.9B
$24.4K ﹤0.01%
210
VXUS icon
307
Vanguard Total International Stock ETF
VXUS
$147B
$24.3K ﹤0.01%
322
GTY
308
Getty Realty Corp
GTY
$2.03B
$24.1K ﹤0.01%
879
ADM icon
309
Archer Daniels Midland
ADM
$39.2B
$23.6K ﹤0.01%
410
NKE icon
310
Nike
NKE
$65.1B
$23.1K ﹤0.01%
362
ED icon
311
Consolidated Edison
ED
$39.7B
$23K ﹤0.01%
232
EEFT icon
312
Euronet Worldwide
EEFT
$2.44B
$22.8K ﹤0.01%
300
SWKS icon
313
Skyworks Solutions
SWKS
$10.6B
$22.3K ﹤0.01%
351
MCK icon
314
McKesson
MCK
$95B
$22.1K ﹤0.01%
27
EFG icon
315
iShares MSCI EAFE Growth ETF
EFG
$15.9B
$22K ﹤0.01%
193
-734
GFL icon
316
GFL Environmental
GFL
$13.2B
$21.5K ﹤0.01%
500
INCO icon
317
Columbia India Consumer ETF
INCO
$217M
$21.4K ﹤0.01%
330
AME icon
318
Ametek
AME
$50.8B
$21.4K ﹤0.01%
104
TSCO icon
319
Tractor Supply
TSCO
$16.1B
$20.8K ﹤0.01%
415
AVUS icon
320
Avantis US Equity ETF
AVUS
$12.9B
$20.5K ﹤0.01%
183
CMG icon
321
Chipotle Mexican Grill
CMG
$39B
$20.4K ﹤0.01%
550
PLMR icon
322
Palomar
PLMR
$3B
$20.2K ﹤0.01%
150
-100
SHOP icon
323
Shopify
SHOP
$140B
$19.6K ﹤0.01%
122
+82
FSLR icon
324
First Solar
FSLR
$26.8B
$19.6K ﹤0.01%
75
WSM icon
325
Williams-Sonoma
WSM
$24.4B
$19.3K ﹤0.01%
108