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
BIDU icon
426
Baidu
BIDU
$40.3B
$6.95K ﹤0.01%
+81
RIG icon
427
Transocean
RIG
$4.9B
$6.47K ﹤0.01%
2,500
STX icon
428
Seagate
STX
$56.4B
$6.35K ﹤0.01%
44
GWW icon
429
W.W. Grainger
GWW
$46.2B
$6.24K ﹤0.01%
6
RSG icon
430
Republic Services
RSG
$66.7B
$6.17K ﹤0.01%
25
CFFN icon
431
Capitol Federal Financial
CFFN
$883M
$6.1K ﹤0.01%
1,000
ARCC icon
432
Ares Capital
ARCC
$14.9B
$5.38K ﹤0.01%
+245
RDDT icon
433
Reddit
RDDT
$41.8B
$5.27K ﹤0.01%
35
EQT icon
434
EQT Corp
EQT
$38.2B
$5.19K ﹤0.01%
89
TGNA icon
435
TEGNA Inc
TGNA
$3.12B
$5.03K ﹤0.01%
+300
NOC icon
436
Northrop Grumman
NOC
$79B
$5K ﹤0.01%
10
FTRE icon
437
Fortrea Holdings
FTRE
$1.35B
$4.94K ﹤0.01%
1,000
SHOP icon
438
Shopify
SHOP
$208B
$4.61K ﹤0.01%
40
FCX icon
439
Freeport-McMoran
FCX
$63.9B
$4.6K ﹤0.01%
106
ROP icon
440
Roper Technologies
ROP
$48B
$4.54K ﹤0.01%
8
SLVM icon
441
Sylvamo
SLVM
$1.9B
$4.51K ﹤0.01%
+90
TEL icon
442
TE Connectivity
TEL
$67.9B
$4.39K ﹤0.01%
26
PBR icon
443
Petrobras
PBR
$82.5B
$4.09K ﹤0.01%
327
ODD icon
444
ODDITY Tech
ODD
$2.55B
$3.77K ﹤0.01%
50
KEMX icon
445
KraneShares MSCI Emerging Markets Ex China Index ETF
KEMX
$70M
$3.77K ﹤0.01%
+117
PENN icon
446
PENN Entertainment
PENN
$1.94B
$3.57K ﹤0.01%
200
GLW icon
447
Corning
GLW
$71.6B
$3.42K ﹤0.01%
65
VLO icon
448
Valero Energy
VLO
$54B
$3.36K ﹤0.01%
25
WAB icon
449
Wabtec
WAB
$36.5B
$3.35K ﹤0.01%
16
O icon
450
Realty Income
O
$53.4B
$3.23K ﹤0.01%
+56