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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
$20.3B
$14.2K ﹤0.01%
49
JEPI icon
352
JPMorgan Equity Premium Income ETF
JEPI
$44.1B
$13.9K ﹤0.01%
243
-1,324
NTRS icon
353
Northern Trust
NTRS
$30.8B
$13.7K ﹤0.01%
100
ADSK icon
354
Autodesk
ADSK
$46.7B
$12.7K ﹤0.01%
43
BANC icon
355
Banc of California
BANC
$3.03B
$12.7K ﹤0.01%
656
CHKP icon
356
Check Point Software Technologies
CHKP
$13.1B
$12.6K ﹤0.01%
68
EOG icon
357
EOG Resources
EOG
$75.3B
$12.6K ﹤0.01%
120
CDNS icon
358
Cadence Design Systems
CDNS
$106B
$12.5K ﹤0.01%
40
JCI icon
359
Johnson Controls International
JCI
$85.1B
$12.5K ﹤0.01%
104
EMBC icon
360
Embecta
EMBC
$190M
$12.4K ﹤0.01%
1,040
GLD icon
361
SPDR Gold Trust
GLD
$135B
$12.3K ﹤0.01%
31
STX icon
362
Seagate
STX
$184B
$12.1K ﹤0.01%
44
VCR icon
363
Vanguard Consumer Discretionary ETF
VCR
$5.98B
$11.8K ﹤0.01%
30
VZ icon
364
Verizon
VZ
$196B
$11.7K ﹤0.01%
287
EME icon
365
Emcor
EME
$34.6B
$11.6K ﹤0.01%
19
-6
MNKD icon
366
MannKind Corp
MNKD
$1.11B
$11.3K ﹤0.01%
2,000
CMS icon
367
CMS Energy
CMS
$22.7B
$11.2K ﹤0.01%
160
VOOG icon
368
Vanguard S&P 500 Growth ETF
VOOG
$24.8B
$11.1K ﹤0.01%
150
TFC icon
369
Truist Financial
TFC
$61.8B
$11.1K ﹤0.01%
225
MPWR icon
370
Monolithic Power Systems
MPWR
$72.6B
$10.9K ﹤0.01%
12
SOC icon
371
Sable Offshore Corp
SOC
$1.86B
$10.8K ﹤0.01%
+1,200
CNK icon
372
Cinemark Holdings
CNK
$3.9B
$10.5K ﹤0.01%
452
LINE
373
Lineage Inc
LINE
$10.1B
$10.5K ﹤0.01%
300
TXT icon
374
Textron
TXT
$15.9B
$10.5K ﹤0.01%
120
RIG icon
375
Transocean
RIG
$6.68B
$10.3K ﹤0.01%
2,501