AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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 Buys

1
+$12.8M
2
+$6.94M
3
+$2.46M
4
JEMB
Janus Henderson Emerging Markets Debt Hard Currency ETF
JEMB
+$2.22M
5
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$2.14M

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
WAB icon
426
Wabtec
WAB
$44.5B
$3.42K ﹤0.01%
16
XLY icon
427
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$3.34K ﹤0.01%
28
JMOM icon
428
JPMorgan US Momentum Factor ETF
JMOM
$1.98B
$3.2K ﹤0.01%
+47
XLF icon
429
State Street Financial Select Sector SPDR ETF
XLF
$50.4B
$3.12K ﹤0.01%
57
ISCV icon
430
iShares Morningstar Small-Cap Value ETF
ISCV
$617M
$3.08K ﹤0.01%
45
PENN icon
431
PENN Entertainment
PENN
$2.03B
$2.95K ﹤0.01%
200
MRNA icon
432
Moderna
MRNA
$22.8B
$2.95K ﹤0.01%
100
USMV icon
433
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$2.92K ﹤0.01%
+31
FDX icon
434
FedEx
FDX
$90.3B
$2.89K ﹤0.01%
10
QUAL icon
435
iShares MSCI USA Quality Factor ETF
QUAL
$50B
$2.78K ﹤0.01%
+14
ACM icon
436
Aecom
ACM
$12.3B
$2.67K ﹤0.01%
28
VTRS icon
437
Viatris
VTRS
$16.9B
$2.54K ﹤0.01%
204
UL icon
438
Unilever
UL
$151B
$2.42K ﹤0.01%
37
FMS icon
439
Fresenius Medical Care
FMS
$12.9B
$2.38K ﹤0.01%
100
XLB icon
440
State Street Materials Select Sector SPDR ETF
XLB
$7.22B
$2.36K ﹤0.01%
52
AMH icon
441
American Homes 4 Rent
AMH
$10.9B
$2.34K ﹤0.01%
73
ARKK icon
442
ARK Innovation ETF
ARKK
$6.48B
$2.31K ﹤0.01%
30
CI icon
443
Cigna
CI
$75B
$2.2K ﹤0.01%
8
SLQT icon
444
SelectQuote
SLQT
$140M
$2.12K ﹤0.01%
1,500
NXT icon
445
Nextpower Inc
NXT
$15.4B
$2.09K ﹤0.01%
24
ODD icon
446
ODDITY Tech
ODD
$747M
$2.01K ﹤0.01%
50
EXC icon
447
Exelon
EXC
$50.4B
$2.01K ﹤0.01%
46
UPS icon
448
United Parcel Service
UPS
$93.8B
$1.98K ﹤0.01%
20
BSX icon
449
Boston Scientific
BSX
$107B
$1.81K ﹤0.01%
19
CASY icon
450
Casey's General Stores
CASY
$25.3B
$1.66K ﹤0.01%
+3
16 17
18
19 20