AP
Atwood & Palmer Portfolio holdings
AUM
$1.7B
1-Year Est. Return
24.52%
1 Year Est. Return
+24.52%
AUM
$1.7B
AUM Growth
+$103M
(+6.4%)
Holding
540
Top Buys
| 1 | +$1.37M | |
| 2 | +$850K | |
| 3 | +$807K | |
| 4 |
Janus Henderson Securitized Income ETF
JSI
|
+$488K |
| 5 |
BondBloxx BB-Rated USD High Yield Corporate Bond ETF
XBB
|
+$471K |
Top Sells
| 1 | +$38.6M | |
| 2 | +$366K | |
| 3 | +$354K | |
| 4 |
Costco
COST
|
+$280K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Embraer
ERJ
$10.9B
| – | – |
-29
|
|
||
527
Essential Properties Realty Trust
EPRT
$6.12B
| – | – |
-375
|
|
||
528
Everest Group
EG
$14.6B
| – | – |
-21
|
|
||
529
Dropbox
DBX
$7.86B
| – | – |
-319
|
|
||
530
CareTrust REIT
CTRE
$7.71B
| – | – |
-296
|
|
||
|
CRGX
531
DELISTED
CARGO Therapeutics
CRGX
| – | – |
-350
|
|
||
532
Constellation Energy
CEG
$121B
| – | – |
-61
|
|
||
533
Cars.com
CARS
$636M
| – | – |
-100
|
|
||
534
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.16B
| – | – |
-1,000
|
|
||
535
Broadstone Net Lease
BNL
$3.51B
| – | – |
-629
|
|
||
536
Baidu
BIDU
$41.3B
| – | – |
-81
|
|
||
537
Baxter International
BAX
$11.9B
| – | – |
-40
|
|
||
538
Ares Capital
ARCC
$13.8B
| – | – |
-245
|
|
||
539
Airbnb
ABNB
$77.1B
| – | – |
-100
|
|