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
HD icon
51
Home Depot
HD
$356B
$6.53M 0.41%
17,816
-350
FV icon
52
First Trust Dorsey Wright Focus 5 ETF
FV
$3.65B
$5.59M 0.35%
94,269
-780
KMB icon
53
Kimberly-Clark
KMB
$35.2B
$5.56M 0.35%
43,131
GOOGL icon
54
Alphabet (Google) Class A
GOOGL
$3.86T
$4.47M 0.28%
25,379
+360
CBSH icon
55
Commerce Bancshares
CBSH
$7.28B
$4.43M 0.28%
71,234
-22
BDX icon
56
Becton Dickinson
BDX
$55.2B
$3.97M 0.25%
23,032
-2,013
JNJ icon
57
Johnson & Johnson
JNJ
$495B
$3.93M 0.25%
25,725
+1,616
GBIL icon
58
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$6.53B
$3.56M 0.22%
35,557
-209,468
PG icon
59
Procter & Gamble
PG
$343B
$3.33M 0.21%
20,913
-1,550
JPM icon
60
JPMorgan Chase
JPM
$850B
$2.62M 0.16%
9,043
+94
MSFT icon
61
Microsoft
MSFT
$3.55T
$2.55M 0.16%
5,125
+161
CL icon
62
Colgate-Palmolive
CL
$63B
$2.38M 0.15%
26,200
-150
AMZN icon
63
Amazon
AMZN
$2.48T
$2.09M 0.13%
9,521
+251
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.04M 0.13%
4,204
+281
IEI icon
65
iShares 3-7 Year Treasury Bond ETF
IEI
$17.6B
$2.03M 0.13%
17,026
+196
IBTK icon
66
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$592M
$1.97M 0.12%
99,110
-1,029,781
RTX icon
67
RTX Corp
RTX
$226B
$1.96M 0.12%
13,443
PAYX icon
68
Paychex
PAYX
$40.8B
$1.87M 0.12%
12,887
XOM icon
69
Exxon Mobil
XOM
$497B
$1.81M 0.11%
16,805
-74
PEP icon
70
PepsiCo
PEP
$202B
$1.79M 0.11%
13,586
-507
GEM icon
71
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1.17B
$1.76M 0.11%
47,310
-757
AMGN icon
72
Amgen
AMGN
$186B
$1.74M 0.11%
6,224
+27
SPY icon
73
SPDR S&P 500 ETF Trust
SPY
$700B
$1.7M 0.11%
2,753
+54
COST icon
74
Costco
COST
$409B
$1.68M 0.1%
1,693
-61
PH icon
75
Parker-Hannifin
PH
$110B
$1.57M 0.1%
2,250
1 2
3
4 5