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 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HSBC icon
351
HSBC
HSBC
$283B
$14.2K ﹤0.01%
+233
XLU icon
352
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$14K ﹤0.01%
+344
GEHC icon
353
GE HealthCare
GEHC
$37.2B
$14K ﹤0.01%
189
RL icon
354
Ralph Lauren
RL
$22B
$14K ﹤0.01%
51
AZN icon
355
AstraZeneca
AZN
$293B
$14K ﹤0.01%
200
BP icon
356
BP
BP
$90.9B
$13.9K ﹤0.01%
464
-1,036
AMAT icon
357
Applied Materials
AMAT
$259B
$13.7K ﹤0.01%
75
CNK icon
358
Cinemark Holdings
CNK
$2.81B
$13.6K ﹤0.01%
452
EME icon
359
Emcor
EME
$31.3B
$13.4K ﹤0.01%
25
JEPI icon
360
JPMorgan Equity Premium Income ETF
JEPI
$42.6B
$13.3K ﹤0.01%
+234
ADSK icon
361
Autodesk
ADSK
$56.3B
$13.3K ﹤0.01%
43
+34
OXY icon
362
Occidental Petroleum
OXY
$42.1B
$13.3K ﹤0.01%
316
+306
ABNB icon
363
Airbnb
ABNB
$79.2B
$13.2K ﹤0.01%
100
ULTA icon
364
Ulta Beauty
ULTA
$29.4B
$13.1K ﹤0.01%
28
LINE
365
Lineage Inc
LINE
$8.3B
$13.1K ﹤0.01%
300
NTRS icon
366
Northern Trust
NTRS
$27.5B
$12.7K ﹤0.01%
100
VZ icon
367
Verizon
VZ
$164B
$12.4K ﹤0.01%
287
FSLR icon
368
First Solar
FSLR
$26.2B
$12.4K ﹤0.01%
75
CDNS icon
369
Cadence Design Systems
CDNS
$86.4B
$12.3K ﹤0.01%
+40
FBT icon
370
First Trust NYSE Arca Biotechnology Index Fund
FBT
$1.35B
$12.1K ﹤0.01%
75
MS icon
371
Morgan Stanley
MS
$299B
$12K ﹤0.01%
85
EPRT icon
372
Essential Properties Realty Trust
EPRT
$6.11B
$12K ﹤0.01%
+375
IOO icon
373
iShares Global 100 ETF
IOO
$8.12B
$11.9K ﹤0.01%
110
FIS icon
374
Fidelity National Information Services
FIS
$32.8B
$11.5K ﹤0.01%
+141
PSA icon
375
Public Storage
PSA
$51.6B
$11.4K ﹤0.01%
+39