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
CMCSA icon
376
Comcast
CMCSA
$114B
$10.3K ﹤0.01%
345
VLTO icon
377
Veralto
VLTO
$21.8B
$9.98K ﹤0.01%
100
EQIX icon
378
Equinix
EQIX
$110B
$9.96K ﹤0.01%
13
CME icon
379
CME Group
CME
$104B
$9.56K ﹤0.01%
35
FBTC icon
380
Fidelity Wise Origin Bitcoin Fund
FBTC
$10.2B
$9.53K ﹤0.01%
125
SNEX icon
381
StoneX
SNEX
$8.26B
$9.51K ﹤0.01%
150
ADI icon
382
Analog Devices
ADI
$197B
$9.49K ﹤0.01%
35
BWIN
383
Baldwin Insurance Group
BWIN
$2.45B
$9.42K ﹤0.01%
392
AVGE icon
384
Avantis All Equity Markets ETF
AVGE
$888M
$9.37K ﹤0.01%
+109
PHM icon
385
Pultegroup
PHM
$25B
$9.26K ﹤0.01%
79
F icon
386
Ford
F
$50.1B
$9.08K ﹤0.01%
692
+7
CPRT icon
387
Copart
CPRT
$32.6B
$9.04K ﹤0.01%
231
-1,572
FETH
388
Fidelity Ethereum Fund
FETH
$972M
$8.88K ﹤0.01%
300
PFG icon
389
Principal Financial Group
PFG
$21B
$8.82K ﹤0.01%
100
FLMX icon
390
Franklin FTSE Mexico ETF
FLMX
$90.6M
$8.62K ﹤0.01%
255
+5
FLEX icon
391
Flex
FLEX
$32B
$8.52K ﹤0.01%
141
AXP icon
392
American Express
AXP
$218B
$8.51K ﹤0.01%
23
CTAS icon
393
Cintas
CTAS
$71.1B
$8.28K ﹤0.01%
44
EFA icon
394
iShares MSCI EAFE ETF
EFA
$74.7B
$8.07K ﹤0.01%
84
RDDT icon
395
Reddit
RDDT
$29.2B
$8.05K ﹤0.01%
35
PRU icon
396
Prudential Financial
PRU
$32.8B
$8.02K ﹤0.01%
71
SCHV icon
397
Schwab US Large-Cap Value ETF
SCHV
$15.1B
$8K ﹤0.01%
270
FTSM icon
398
First Trust Enhanced Short Maturity ETF
FTSM
$6.52B
$7.99K ﹤0.01%
133
MDLZ icon
399
Mondelez International
MDLZ
$74.1B
$7.81K ﹤0.01%
145
-484
MRSH
400
Marsh
MRSH
$83.8B
$7.79K ﹤0.01%
42