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
BK icon
326
Bank of New York Mellon
BK
$79.7B
$19.1K ﹤0.01%
210
SBUX icon
327
Starbucks
SBUX
$98.5B
$19K ﹤0.01%
207
AME icon
328
Ametek
AME
$45.8B
$18.8K ﹤0.01%
104
+94
ARES icon
329
Ares Management
ARES
$35.9B
$18.5K ﹤0.01%
107
AVUS icon
330
Avantis US Equity ETF
AVUS
$10.3B
$18.5K ﹤0.01%
+183
TPR icon
331
Tapestry
TPR
$23B
$17.9K ﹤0.01%
+204
CDE icon
332
Coeur Mining
CDE
$10.1B
$17.7K ﹤0.01%
+2,000
MMC icon
333
Marsh & McLennan
MMC
$90.3B
$17.7K ﹤0.01%
81
WSM icon
334
Williams-Sonoma
WSM
$21B
$17.6K ﹤0.01%
+108
EXEL icon
335
Exelixis
EXEL
$11.8B
$17.4K ﹤0.01%
+395
WBA
336
DELISTED
Walgreens Boots Alliance
WBA
$17.2K ﹤0.01%
1,500
USRT icon
337
iShares Core US REIT ETF
USRT
$3.29B
$17.1K ﹤0.01%
303
ETSY icon
338
Etsy
ETSY
$5.1B
$17K ﹤0.01%
+338
TEVA icon
339
Teva Pharmaceuticals
TEVA
$32.2B
$16.8K ﹤0.01%
+1,000
FHN icon
340
First Horizon
FHN
$11.3B
$16.7K ﹤0.01%
+786
PFF icon
341
iShares Preferred and Income Securities ETF
PFF
$14.2B
$16.6K ﹤0.01%
540
-600
RPM icon
342
RPM International
RPM
$13.5B
$16.5K ﹤0.01%
150
SPYV icon
343
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$16K ﹤0.01%
306
-3,765
RS icon
344
Reliance Steel & Aluminium
RS
$15B
$15.4K ﹤0.01%
+49
AYI icon
345
Acuity Brands
AYI
$11.4B
$15.2K ﹤0.01%
+51
CHKP icon
346
Check Point Software Technologies
CHKP
$21.1B
$15K ﹤0.01%
+68
CNP icon
347
CenterPoint Energy
CNP
$25.2B
$14.7K ﹤0.01%
400
EOG icon
348
EOG Resources
EOG
$61B
$14.4K ﹤0.01%
+120
EBAY icon
349
eBay
EBAY
$36.9B
$14.3K ﹤0.01%
+192
HOLX icon
350
Hologic
HOLX
$16.7B
$14.3K ﹤0.01%
219
-353,126