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
PCAR icon
326
PACCAR
PCAR
$63.7B
$22.6K ﹤0.01%
230
CMG icon
327
Chipotle Mexican Grill
CMG
$52.8B
$21.6K ﹤0.01%
550
INCO icon
328
Columbia India Consumer ETF
INCO
$271M
$21.3K ﹤0.01%
330
WSM icon
329
Williams-Sonoma
WSM
$25.3B
$21.1K ﹤0.01%
108
MCK icon
330
McKesson
MCK
$104B
$20.9K ﹤0.01%
27
EPC icon
331
Edgewell Personal Care
EPC
$872M
$20.4K ﹤0.01%
1,000
TEVA icon
332
Teva Pharmaceuticals
TEVA
$36.4B
$20.2K ﹤0.01%
1,000
AVUS icon
333
Avantis US Equity ETF
AVUS
$10.8B
$19.9K ﹤0.01%
183
AME icon
334
Ametek
AME
$49.6B
$19.6K ﹤0.01%
104
SHAK icon
335
Shake Shack
SHAK
$3.99B
$18.7K ﹤0.01%
200
PGR icon
336
Progressive
PGR
$119B
$18.5K ﹤0.01%
75
-10
FHN icon
337
First Horizon
FHN
$11.7B
$17.8K ﹤0.01%
786
RPM icon
338
RPM International
RPM
$14.2B
$17.7K ﹤0.01%
150
AYI icon
339
Acuity Brands
AYI
$9.83B
$17.6K ﹤0.01%
51
SBUX icon
340
Starbucks
SBUX
$106B
$17.5K ﹤0.01%
207
EBAY icon
341
eBay
EBAY
$42B
$17.5K ﹤0.01%
192
HESM icon
342
Hess Midstream
HESM
$4.52B
$17.3K ﹤0.01%
501
ARES icon
343
Ares Management
ARES
$37.4B
$17.1K ﹤0.01%
107
PFF icon
344
iShares Preferred and Income Securities ETF
PFF
$14.3B
$17.1K ﹤0.01%
540
FSLR icon
345
First Solar
FSLR
$26.2B
$16.5K ﹤0.01%
75
HSBC icon
346
HSBC
HSBC
$283B
$16.5K ﹤0.01%
233
EXEL icon
347
Exelixis
EXEL
$11.8B
$16.3K ﹤0.01%
395
EME icon
348
Emcor
EME
$31.3B
$16.2K ﹤0.01%
25
RL icon
349
Ralph Lauren
RL
$22B
$16K ﹤0.01%
51
CNP icon
350
CenterPoint Energy
CNP
$25.9B
$15.5K ﹤0.01%
400