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
$1.76B
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
RS icon
351
Reliance Steel & Aluminium
RS
$17.8B
$14.2K ﹤0.01%
49
JEPI icon
352
JPMorgan Equity Premium Income ETF
JEPI
$45.1B
$13.9K ﹤0.01%
243
-1,324
NTRS icon
353
Northern Trust
NTRS
$30.6B
$13.7K ﹤0.01%
100
ADSK icon
354
Autodesk
ADSK
$48.9B
$12.7K ﹤0.01%
43
BANC icon
355
Banc of California
BANC
$2.92B
$12.7K ﹤0.01%
656
CHKP icon
356
Check Point Software Technologies
CHKP
$13.9B
$12.6K ﹤0.01%
68
EOG icon
357
EOG Resources
EOG
$71.7B
$12.6K ﹤0.01%
120
CDNS icon
358
Cadence Design Systems
CDNS
$86.8B
$12.5K ﹤0.01%
40
JCI icon
359
Johnson Controls International
JCI
$86.7B
$12.5K ﹤0.01%
104
EMBC icon
360
Embecta
EMBC
$542M
$12.4K ﹤0.01%
1,040
GLD icon
361
SPDR Gold Trust
GLD
$159B
$12.3K ﹤0.01%
31
STX icon
362
Seagate
STX
$132B
$12.1K ﹤0.01%
44
VCR icon
363
Vanguard Consumer Discretionary ETF
VCR
$6.09B
$11.8K ﹤0.01%
30
VZ icon
364
Verizon
VZ
$197B
$11.7K ﹤0.01%
287
EME icon
365
Emcor
EME
$38.9B
$11.6K ﹤0.01%
19
-6
MNKD icon
366
MannKind Corp
MNKD
$837M
$11.3K ﹤0.01%
2,000
CMS icon
367
CMS Energy
CMS
$23.6B
$11.2K ﹤0.01%
160
VOOG icon
368
Vanguard S&P 500 Growth ETF
VOOG
$3.91B
$11.1K ﹤0.01%
25
TFC icon
369
Truist Financial
TFC
$64B
$11.1K ﹤0.01%
225
MPWR icon
370
Monolithic Power Systems
MPWR
$78.2B
$10.9K ﹤0.01%
12
SOC icon
371
Sable Offshore Corp
SOC
$2.1B
$10.8K ﹤0.01%
+1,200
CNK icon
372
Cinemark Holdings
CNK
$3.34B
$10.5K ﹤0.01%
452
LINE
373
Lineage Inc
LINE
$8.07B
$10.5K ﹤0.01%
300
TXT icon
374
Textron
TXT
$15.7B
$10.5K ﹤0.01%
120
RIG icon
375
Transocean
RIG
$6.71B
$10.3K ﹤0.01%
2,501