AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
AMAT icon
326
Applied Materials
AMAT
$275B
$19.3K ﹤0.01%
75
FHN icon
327
First Horizon
FHN
$11.4B
$18.8K ﹤0.01%
786
AZN icon
328
AstraZeneca
AZN
$306B
$18.4K ﹤0.01%
200
AYI icon
329
Acuity Brands
AYI
$8.64B
$18.4K ﹤0.01%
51
HSBC icon
330
HSBC
HSBC
$294B
$18.3K ﹤0.01%
233
SSNC icon
331
SS&C Technologies
SSNC
$18.4B
$18.1K ﹤0.01%
207
-91
RL icon
332
Ralph Lauren
RL
$21.4B
$18K ﹤0.01%
51
SBUX icon
333
Starbucks
SBUX
$112B
$17.4K ﹤0.01%
207
EXEL icon
334
Exelixis
EXEL
$10.7B
$17.3K ﹤0.01%
395
ARES icon
335
Ares Management
ARES
$26.3B
$17.3K ﹤0.01%
107
FTRE icon
336
Fortrea Holdings
FTRE
$917M
$17.3K ﹤0.01%
1,000
PGR icon
337
Progressive
PGR
$123B
$17.1K ﹤0.01%
75
EPC icon
338
Edgewell Personal Care
EPC
$986M
$17.1K ﹤0.01%
1,000
ULTA icon
339
Ulta Beauty
ULTA
$29B
$16.9K ﹤0.01%
28
EBAY icon
340
eBay
EBAY
$41.7B
$16.7K ﹤0.01%
192
PFF icon
341
iShares Preferred and Income Securities ETF
PFF
$14.1B
$16.7K ﹤0.01%
540
IAU icon
342
iShares Gold Trust
IAU
$81.4B
$16.2K ﹤0.01%
200
SHAK icon
343
Shake Shack
SHAK
$3.9B
$16.2K ﹤0.01%
200
CORT icon
344
Corcept Therapeutics
CORT
$3.62B
$16.1K ﹤0.01%
464
RPM icon
345
RPM International
RPM
$13.4B
$15.6K ﹤0.01%
150
GEHC icon
346
GE HealthCare
GEHC
$35.1B
$15.5K ﹤0.01%
189
CNP icon
347
CenterPoint Energy
CNP
$28.3B
$15.3K ﹤0.01%
400
SOLS
348
Solstice Advanced Materials
SOLS
$12.2B
$15.2K ﹤0.01%
+313
MS icon
349
Morgan Stanley
MS
$258B
$15.1K ﹤0.01%
85
APA icon
350
APA Corp
APA
$11.5B
$14.7K ﹤0.01%
600