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 9.48%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
T icon
376
AT&T
T
$180B
$11.3K ﹤0.01%
+391
CMS icon
377
CMS Energy
CMS
$22B
$11.1K ﹤0.01%
160
JCI icon
378
Johnson Controls International
JCI
$70.2B
$11K ﹤0.01%
104
APA icon
379
APA Corp
APA
$9.52B
$11K ﹤0.01%
600
VCR icon
380
Vanguard Consumer Discretionary ETF
VCR
$6.36B
$10.9K ﹤0.01%
30
INFA
381
DELISTED
Informatica
INFA
$10.7K ﹤0.01%
+441
SNA icon
382
Snap-on
SNA
$18.2B
$10.6K ﹤0.01%
+34
EQIX icon
383
Equinix
EQIX
$71.8B
$10.3K ﹤0.01%
13
BNL icon
384
Broadstone Net Lease
BNL
$3.33B
$10.1K ﹤0.01%
+629
VLTO icon
385
Veralto
VLTO
$25.6B
$10.1K ﹤0.01%
100
-65
EMBC icon
386
Embecta
EMBC
$689M
$10.1K ﹤0.01%
1,040
-80
VOOG icon
387
Vanguard S&P 500 Growth ETF
VOOG
$21.6B
$9.91K ﹤0.01%
25
UGI icon
388
UGI
UGI
$8.13B
$9.83K ﹤0.01%
+270
CTAS icon
389
Cintas
CTAS
$74.3B
$9.81K ﹤0.01%
44
FNB icon
390
FNB Corp
FNB
$6.08B
$9.71K ﹤0.01%
+666
TFC icon
391
Truist Financial
TFC
$60.9B
$9.67K ﹤0.01%
225
CME icon
392
CME Group
CME
$99.1B
$9.65K ﹤0.01%
35
TXT icon
393
Textron
TXT
$14.7B
$9.63K ﹤0.01%
120
SLQT icon
394
SelectQuote
SLQT
$259M
$9.52K ﹤0.01%
4,000
SABR icon
395
Sabre
SABR
$632M
$9.48K ﹤0.01%
+3,000
GLD icon
396
SPDR Gold Trust
GLD
$141B
$9.45K ﹤0.01%
31
PEG icon
397
Public Service Enterprise Group
PEG
$40.6B
$9.43K ﹤0.01%
+112
BTC
398
Grayscale Bitcoin Mini Trust ETF
BTC
$4.06B
$9.41K ﹤0.01%
197
BANC icon
399
Banc of California
BANC
$2.94B
$9.22K ﹤0.01%
656
DBX icon
400
Dropbox
DBX
$7.46B
$9.12K ﹤0.01%
+319