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
$1.7B
AUM Growth
+$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
539
New
Increased
Reduced
Closed

Top Sells

1 +$38.6M
2 +$366K
3 +$354K
4
COST icon
Costco
COST
+$280K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$243K

Sector Composition

1 Technology 19.25%
2 Healthcare 11.44%
3 Financials 9.08%
4 Industrials 8.49%
5 Consumer Discretionary 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SLVM icon
426
Sylvamo
SLVM
$1.9B
$3.98K ﹤0.01%
90
PENN icon
427
PENN Entertainment
PENN
$1.94B
$3.85K ﹤0.01%
200
ACM icon
428
Aecom
ACM
$13.7B
$3.65K ﹤0.01%
28
XLY icon
429
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$3.35K ﹤0.01%
14
WAB icon
430
Wabtec
WAB
$36.5B
$3.21K ﹤0.01%
16
ODD icon
431
ODDITY Tech
ODD
$2.55B
$3.12K ﹤0.01%
50
XLF icon
432
State Street Financial Select Sector SPDR ETF
XLF
$52.5B
$3.07K ﹤0.01%
57
ISCV icon
433
iShares Morningstar Small-Cap Value ETF
ISCV
$578M
$3K ﹤0.01%
+45
SLQT icon
434
SelectQuote
SLQT
$259M
$2.94K ﹤0.01%
1,500
-2,500
DAL icon
435
Delta Air Lines
DAL
$44.1B
$2.84K ﹤0.01%
50
FMS icon
436
Fresenius Medical Care
FMS
$13.7B
$2.63K ﹤0.01%
100
ARKK icon
437
ARK Innovation ETF
ARKK
$7.87B
$2.59K ﹤0.01%
30
MRNA icon
438
Moderna
MRNA
$9.84B
$2.58K ﹤0.01%
100
GIS icon
439
General Mills
GIS
$24.6B
$2.52K ﹤0.01%
50
UL icon
440
Unilever
UL
$146B
$2.49K ﹤0.01%
42
AMH icon
441
American Homes 4 Rent
AMH
$11.7B
$2.43K ﹤0.01%
73
FDX icon
442
FedEx
FDX
$63.8B
$2.36K ﹤0.01%
10
XLB icon
443
State Street Materials Select Sector SPDR ETF
XLB
$5.15B
$2.33K ﹤0.01%
26
CI icon
444
Cigna
CI
$72.2B
$2.31K ﹤0.01%
8
HPK icon
445
HighPeak Energy
HPK
$728M
$2.3K ﹤0.01%
325
EXC icon
446
Exelon
EXC
$44.9B
$2.07K ﹤0.01%
46
VTRS icon
447
Viatris
VTRS
$12.5B
$2.02K ﹤0.01%
204
BSX icon
448
Boston Scientific
BSX
$146B
$1.85K ﹤0.01%
19
NXT icon
449
Nextpower Inc
NXT
$12.9B
$1.78K ﹤0.01%
24
UPS icon
450
United Parcel Service
UPS
$83.3B
$1.67K ﹤0.01%
20