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
ULTA icon
351
Ulta Beauty
ULTA
$24.9B
$14.6K ﹤0.01%
28
BRBR icon
352
BellRing Brands
BRBR
$1.94B
$14.6K ﹤0.01%
908
-500
SHOP icon
353
Shopify
SHOP
$174B
$14.5K ﹤0.01%
122
AYI icon
354
Acuity Brands
AYI
$9B
$14.3K ﹤0.01%
51
EME icon
355
Emcor
EME
$36.8B
$14K ﹤0.01%
19
SSNC icon
356
SS&C Technologies
SSNC
$17.1B
$14K ﹤0.01%
207
NTRS icon
357
Northern Trust
NTRS
$29.4B
$14K ﹤0.01%
100
BUD icon
358
AB InBev
BUD
$146B
$13.9K ﹤0.01%
200
-2,804
GEHC icon
359
GE HealthCare
GEHC
$33.8B
$13.5K ﹤0.01%
189
GLD icon
360
SPDR Gold Trust
GLD
$163B
$13.3K ﹤0.01%
31
BK icon
361
Bank of New York Mellon
BK
$93.1B
$13.1K ﹤0.01%
110
-100
SSO icon
362
ProShares Ultra S&P500
SSO
$7.03B
$13K ﹤0.01%
+250
CNK icon
363
Cinemark Holdings
CNK
$3.55B
$12.9K ﹤0.01%
452
SCHD icon
364
Schwab US Dividend Equity ETF
SCHD
$87.3B
$12.7K ﹤0.01%
+413
CMS icon
365
CMS Energy
CMS
$23.9B
$12.4K ﹤0.01%
160
SNEX icon
366
StoneX
SNEX
$8.3B
$12.1K ﹤0.01%
150
ARES icon
367
Ares Management
ARES
$26.5B
$11.7K ﹤0.01%
107
AMD icon
368
Advanced Micro Devices
AMD
$449B
$11.6K ﹤0.01%
+57
BANC icon
369
Banc of California
BANC
$2.9B
$11.5K ﹤0.01%
656
EFA icon
370
iShares MSCI EAFE ETF
EFA
$76.6B
$11.4K ﹤0.01%
117
+33
ADI icon
371
Analog Devices
ADI
$187B
$11.1K ﹤0.01%
35
VCR icon
372
Vanguard Consumer Discretionary ETF
VCR
$6.18B
$10.8K ﹤0.01%
30
TXT icon
373
Textron
TXT
$16B
$10.5K ﹤0.01%
120
TFC icon
374
Truist Financial
TFC
$63B
$10.3K ﹤0.01%
225
CME icon
375
CME Group
CME
$105B
$10.3K ﹤0.01%
35