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
NVDA icon
26
NVIDIA
NVDA
$4.36T
$24.7M 1.54%
156,264
+142,393
VRTX icon
27
Vertex Pharmaceuticals
VRTX
$118B
$24.6M 1.54%
55,192
+208
TPYP icon
28
Tortoise North American Pipeline Fund
TPYP
$709M
$23.6M 1.47%
659,221
+2,225
GS icon
29
Goldman Sachs
GS
$251B
$23.4M 1.46%
33,067
+32,985
DKNG icon
30
DraftKings
DKNG
$17.2B
$23.2M 1.45%
540,662
+13,800
TMO icon
31
Thermo Fisher Scientific
TMO
$218B
$21.9M 1.37%
54,062
+274
REGN icon
32
Regeneron Pharmaceuticals
REGN
$76.1B
$21.8M 1.36%
41,588
-386
GNRC icon
33
Generac Holdings
GNRC
$9.34B
$21.4M 1.34%
149,496
+1,525
IBTI icon
34
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.26B
$20.3M 1.27%
907,555
-226,268
AVDV icon
35
Avantis International Small Cap Value ETF
AVDV
$14.6B
$20M 1.25%
252,608
+8,556
IBTJ icon
36
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$901M
$19.8M 1.24%
903,240
-235,239
GRMN icon
37
Garmin
GRMN
$38.4B
$19.5M 1.22%
93,329
+423
XBB icon
38
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
$378M
$19.1M 1.19%
+463,770
SHYG icon
39
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.75B
$18.8M 1.18%
436,172
+150,149
UTHR icon
40
United Therapeutics
UTHR
$20.7B
$18.4M 1.15%
63,924
+228
IGSB icon
41
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.8B
$17.9M 1.12%
339,783
-185,704
UBER icon
42
Uber
UBER
$188B
$16.3M 1.02%
175,070
+4,480
LHX icon
43
L3Harris
LHX
$52B
$15.9M 0.99%
63,419
+727
ON icon
44
ON Semiconductor
ON
$23B
$15.8M 0.99%
300,843
+11,787
LOW icon
45
Lowe's Companies
LOW
$139B
$15.5M 0.97%
69,857
+200
IMTM icon
46
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.51B
$11M 0.69%
240,274
-3,657
GSIE icon
47
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$4.75B
$10.9M 0.68%
273,743
-5,399
VSLU icon
48
Applied Finance Valuation Large Cap ETF
VSLU
$378M
$8.18M 0.51%
208,869
+412
RSP icon
49
Invesco S&P 500 Equal Weight ETF
RSP
$74.8B
$7.6M 0.48%
41,840
-21
JKHY icon
50
Jack Henry & Associates
JKHY
$12.7B
$7.32M 0.46%
40,631
-225
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