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
FETH
401
Fidelity Ethereum Fund
FETH
$966M
$6.26K ﹤0.01%
300
FCX icon
402
Freeport-McMoran
FCX
$101B
$6.23K ﹤0.01%
106
BTC
403
Grayscale Bitcoin Mini Trust ETF
BTC
$3.28B
$5.91K ﹤0.01%
197
EQT icon
404
EQT Corp
EQT
$35.9B
$5.66K ﹤0.01%
89
TEL icon
405
TE Connectivity
TEL
$72.4B
$5.43K ﹤0.01%
26
IUSV icon
406
iShares Core S&P US Value ETF
IUSV
$25.3B
$5.42K ﹤0.01%
53
RSG icon
407
Republic Services
RSG
$64.6B
$5.26K ﹤0.01%
24
MRNA icon
408
Moderna
MRNA
$21.4B
$5.08K ﹤0.01%
100
KEMX icon
409
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$118M
$4.9K ﹤0.01%
121
MNKD icon
410
MannKind Corp
MNKD
$896M
$4.9K ﹤0.01%
2,000
DAL icon
411
Delta Air Lines
DAL
$47.1B
$4.85K ﹤0.01%
73
+23
WAB icon
412
Wabtec
WAB
$44.9B
$4.75K ﹤0.01%
19
+3
RDDT icon
413
Reddit
RDDT
$31.3B
$4.71K ﹤0.01%
35
MPC icon
414
Marathon Petroleum
MPC
$63.4B
$4.64K ﹤0.01%
+19
WDC icon
415
Western Digital
WDC
$125B
$4.33K ﹤0.01%
+16
VLO icon
416
Valero Energy
VLO
$67.9B
$4.2K ﹤0.01%
+17
VLUE icon
417
iShares MSCI USA Value Factor ETF
VLUE
$11.3B
$3.98K ﹤0.01%
28
RBLX icon
418
Roblox
RBLX
$43.6B
$3.96K ﹤0.01%
70
ESML icon
419
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.33B
$3.71K ﹤0.01%
+79
FDX icon
420
FedEx
FDX
$93.9B
$3.56K ﹤0.01%
10
SOFI icon
421
SoFi Technologies
SOFI
$24.7B
$3.13K ﹤0.01%
+197
IXUS icon
422
iShares Core MSCI Total International Stock ETF
IXUS
$56.5B
$3.12K ﹤0.01%
+36
XLY icon
423
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$3.05K ﹤0.01%
28
PLD icon
424
Prologis
PLD
$134B
$3.04K ﹤0.01%
+23
PENN icon
425
PENN Entertainment
PENN
$2.1B
$3.01K ﹤0.01%
200