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AP

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
$1.77B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Sells

1 +$14.6M
2 +$1.4M
3 +$1.16M
4
PLTR icon
Palantir
PLTR
+$1.08M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$934K

Sector Composition

1 Technology 17.58%
2 Healthcare 12.79%
3 Financials 9.32%
4 Industrials 8.44%
5 Consumer Discretionary 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NKE icon
326
Nike
NKE
$62.8B
$19.1K ﹤0.01%
362
TSCO icon
327
Tractor Supply
TSCO
$15.6B
$18.8K ﹤0.01%
415
SWKS icon
328
Skyworks Solutions
SWKS
$11B
$18.8K ﹤0.01%
351
CORT icon
329
Corcept Therapeutics
CORT
$8.57B
$18.7K ﹤0.01%
464
SBUX icon
330
Starbucks
SBUX
$115B
$18.5K ﹤0.01%
207
RL icon
331
Ralph Lauren
RL
$24.2B
$18.2K ﹤0.01%
53
+2
INCO icon
332
Columbia India Consumer ETF
INCO
$225M
$18.1K ﹤0.01%
330
HRB icon
333
H&R Block
HRB
$4.55B
$18.1K ﹤0.01%
570
NVO
334
Novo Nordisk
NVO
$210B
$17.9K ﹤0.01%
488
PLMR icon
335
Palomar
PLMR
$3.08B
$17.9K ﹤0.01%
150
SHAK icon
336
Shake Shack
SHAK
$2.18B
$17.7K ﹤0.01%
200
IAU icon
337
iShares Gold Trust
IAU
$63.9B
$17.6K ﹤0.01%
200
CMG icon
338
Chipotle Mexican Grill
CMG
$39.7B
$17.6K ﹤0.01%
550
EOG icon
339
EOG Resources
EOG
$71.9B
$17.3K ﹤0.01%
120
CNP icon
340
CenterPoint Energy
CNP
$28.5B
$17.3K ﹤0.01%
400
EXEL icon
341
Exelixis
EXEL
$12.9B
$16.9K ﹤0.01%
395
RIG icon
342
Transocean
RIG
$5.85B
$16.6K ﹤0.01%
2,500
-1
IWR icon
343
iShares Russell Mid-Cap ETF
IWR
$55.6B
$16K ﹤0.01%
+165
VZ icon
344
Verizon
VZ
$195B
$15.7K ﹤0.01%
312
+25
FSLR icon
345
First Solar
FSLR
$26.8B
$15.6K ﹤0.01%
79
+4
MPWR icon
346
Monolithic Power Systems
MPWR
$69.9B
$15.3K ﹤0.01%
14
+2
PFF icon
347
iShares Preferred and Income Securities ETF
PFF
$13.3B
$15.2K ﹤0.01%
500
-40
JCI icon
348
Johnson Controls International
JCI
$86.2B
$15.1K ﹤0.01%
115
+11
RPM icon
349
RPM International
RPM
$13.5B
$14.9K ﹤0.01%
150
PGR icon
350
Progressive
PGR
$126B
$14.9K ﹤0.01%
75