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

Top Sells

1 +$34.3M
2 +$354K
3 +$352K
4
COST icon
Costco
COST
+$290K
5
GHYB icon
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
+$241K

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
$1.59B
$3.98K ﹤0.01%
90
PENN icon
427
PENN Entertainment
PENN
$1.84B
$3.85K ﹤0.01%
200
ACM icon
428
Aecom
ACM
$11B
$3.65K ﹤0.01%
28
XLY icon
429
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$20.9B
$3.35K ﹤0.01%
28
WAB icon
430
Wabtec
WAB
$41.1B
$3.21K ﹤0.01%
16
ODD icon
431
ODDITY Tech
ODD
$749M
$3.12K ﹤0.01%
50
XLF icon
432
State Street Financial Select Sector SPDR ETF
XLF
$46.1B
$3.07K ﹤0.01%
57
ISCV icon
433
iShares Morningstar Small-Cap Value ETF
ISCV
$583M
$3K ﹤0.01%
+45
SLQT icon
434
SelectQuote
SLQT
$105M
$2.94K ﹤0.01%
1,500
-2,500
DAL icon
435
Delta Air Lines
DAL
$42.3B
$2.84K ﹤0.01%
50
FMS icon
436
Fresenius Medical Care
FMS
$12.3B
$2.63K ﹤0.01%
100
ARKK icon
437
ARK Innovation ETF
ARKK
$5.78B
$2.59K ﹤0.01%
30
MRNA icon
438
Moderna
MRNA
$19.7B
$2.58K ﹤0.01%
100
GIS icon
439
General Mills
GIS
$19.5B
$2.52K ﹤0.01%
50
UL icon
440
Unilever
UL
$130B
$2.49K ﹤0.01%
37
AMH icon
441
American Homes 4 Rent
AMH
$10B
$2.43K ﹤0.01%
73
FDX icon
442
FedEx
FDX
$82.1B
$2.36K ﹤0.01%
10
XLB icon
443
State Street Materials Select Sector SPDR ETF
XLB
$6.4B
$2.33K ﹤0.01%
52
CI icon
444
Cigna
CI
$69.1B
$2.31K ﹤0.01%
8
HPK icon
445
HighPeak Energy
HPK
$897M
$2.3K ﹤0.01%
325
EXC icon
446
Exelon
EXC
$49.4B
$2.07K ﹤0.01%
46
VTRS icon
447
Viatris
VTRS
$15B
$2.02K ﹤0.01%
204
BSX icon
448
Boston Scientific
BSX
$103B
$1.85K ﹤0.01%
19
NXT icon
449
Nextpower Inc
NXT
$17.8B
$1.78K ﹤0.01%
24
UPS icon
450
United Parcel Service
UPS
$80.5B
$1.67K ﹤0.01%
20