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
SNEX icon
401
StoneX
SNEX
$4.9B
$9.11K ﹤0.01%
+100
CTRE icon
402
CareTrust REIT
CTRE
$8.53B
$9.06K ﹤0.01%
+296
MPWR icon
403
Monolithic Power Systems
MPWR
$45.3B
$8.78K ﹤0.01%
12
GFF icon
404
Griffon
GFF
$3.41B
$8.76K ﹤0.01%
+121
JAZZ icon
405
Jazz Pharmaceuticals
JAZZ
$10B
$8.7K ﹤0.01%
+82
KR icon
406
Kroger
KR
$41.4B
$8.61K ﹤0.01%
+120
HALO icon
407
Halozyme
HALO
$7.38B
$8.38K ﹤0.01%
+161
PHM icon
408
Pultegroup
PHM
$25.2B
$8.33K ﹤0.01%
+79
ADI icon
409
Analog Devices
ADI
$136B
$8.33K ﹤0.01%
35
THRD
410
DELISTED
Third Harmonic Bio
THRD
$8.14K ﹤0.01%
1,500
ACN icon
411
Accenture
ACN
$168B
$8.07K ﹤0.01%
27
-110
PFG icon
412
Principal Financial Group
PFG
$18.9B
$7.94K ﹤0.01%
100
MTDR icon
413
Matador Resources
MTDR
$5.53B
$7.92K ﹤0.01%
+166
AXP icon
414
American Express
AXP
$256B
$7.66K ﹤0.01%
24
PRU icon
415
Prudential Financial
PRU
$38.6B
$7.63K ﹤0.01%
71
FETH
416
Fidelity Ethereum Fund
FETH
$1.34B
$7.55K ﹤0.01%
300
EFA icon
417
iShares MSCI EAFE ETF
EFA
$69.3B
$7.51K ﹤0.01%
84
MNKD icon
418
MannKind Corp
MNKD
$1.77B
$7.48K ﹤0.01%
2,000
AZO icon
419
AutoZone
AZO
$63.7B
$7.42K ﹤0.01%
2
FLMX icon
420
Franklin FTSE Mexico ETF
FLMX
$62.2M
$7.42K ﹤0.01%
250
RBLX icon
421
Roblox
RBLX
$65.2B
$7.36K ﹤0.01%
70
NOMD icon
422
Nomad Foods
NOMD
$1.79B
$7.31K ﹤0.01%
+430
NTAP icon
423
NetApp
NTAP
$23B
$7.25K ﹤0.01%
+68
EG icon
424
Everest Group
EG
$13.2B
$7.14K ﹤0.01%
+21
FLEX icon
425
Flex
FLEX
$22.2B
$7.04K ﹤0.01%
141