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
VOOG icon
376
Vanguard S&P 500 Growth ETF
VOOG
$23.4B
$10.2K ﹤0.01%
25
CMCSA icon
377
Comcast
CMCSA
$108B
$9.9K ﹤0.01%
345
PHM icon
378
Pultegroup
PHM
$24.3B
$9.88K ﹤0.01%
84
+5
LINE
379
Lineage Inc
LINE
$8.56B
$9.83K ﹤0.01%
300
INTU icon
380
Intuit
INTU
$111B
$9.51K ﹤0.01%
22
-45
FTRE icon
381
Fortrea Holdings
FTRE
$973M
$9.42K ﹤0.01%
1,000
FLMX icon
382
Franklin FTSE Mexico ETF
FLMX
$92.3M
$9.37K ﹤0.01%
255
EMBC icon
383
Embecta
EMBC
$580M
$9.19K ﹤0.01%
1,040
PFG icon
384
Principal Financial Group
PFG
$20.8B
$9.01K ﹤0.01%
100
BWIN
385
Baldwin Insurance Group
BWIN
$2.5B
$8.61K ﹤0.01%
392
MDLZ icon
386
Mondelez International
MDLZ
$73.3B
$8.36K ﹤0.01%
145
F icon
387
Ford
F
$51.3B
$8.08K ﹤0.01%
700
+8
FTSM icon
388
First Trust Enhanced Short Maturity ETF
FTSM
$6.53B
$7.97K ﹤0.01%
133
INOD icon
389
Innodata
INOD
$1.51B
$7.72K ﹤0.01%
+200
NNE
390
Nano Nuclear Energy
NNE
$1.3B
$7.68K ﹤0.01%
+375
CPRT icon
391
Copart
CPRT
$32.6B
$7.67K ﹤0.01%
231
NOC icon
392
Northrop Grumman
NOC
$93.7B
$7.5K ﹤0.01%
11
+1
CTAS icon
393
Cintas
CTAS
$71.7B
$7.44K ﹤0.01%
44
FBTC icon
394
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.95B
$7.38K ﹤0.01%
125
MRSH
395
Marsh
MRSH
$83.7B
$7.29K ﹤0.01%
42
AXP icon
396
American Express
AXP
$228B
$6.96K ﹤0.01%
23
PRU icon
397
Prudential Financial
PRU
$35.6B
$6.94K ﹤0.01%
71
PBR icon
398
Petrobras
PBR
$134B
$6.79K ﹤0.01%
327
AZO icon
399
AutoZone
AZO
$58.8B
$6.76K ﹤0.01%
2
GWW icon
400
W.W. Grainger
GWW
$55B
$6.54K ﹤0.01%
6