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
HIW icon
76
Highwoods Properties
HIW
$3.25B
$1.49M 0.09%
48,007
-3,000
ADP icon
77
Automatic Data Processing
ADP
$114B
$1.36M 0.09%
4,425
-50
IBM icon
78
IBM
IBM
$262B
$1.24M 0.08%
4,200
+51
JBBB icon
79
Janus Henderson B-BBB CLO ETF
JBBB
$1.51B
$1.17M 0.07%
24,360
-269,074
LMBS icon
80
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.42B
$1.17M 0.07%
23,710
-286,435
UMBF icon
81
UMB Financial
UMBF
$8.26B
$1.13M 0.07%
10,729
GHYB icon
82
Goldman Sachs Access High Yield Corporate Bond ETF
GHYB
$100M
$1.11M 0.07%
24,452
-352,697
IVV icon
83
iShares Core S&P 500 ETF
IVV
$660B
$1.09M 0.07%
1,760
JMBS icon
84
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.46B
$1.02M 0.06%
22,625
-1,405
AVGO icon
85
Broadcom
AVGO
$1.65T
$1.01M 0.06%
3,660
+290
HTH icon
86
Hilltop Holdings
HTH
$2B
$1M 0.06%
33,100
CAT icon
87
Caterpillar
CAT
$247B
$996K 0.06%
2,565
IRM icon
88
Iron Mountain
IRM
$30.9B
$969K 0.06%
9,445
+1,195
ITOT icon
89
iShares Core S&P Total US Stock Market ETF
ITOT
$77.6B
$956K 0.06%
7,081
MCD icon
90
McDonald's
MCD
$220B
$931K 0.06%
3,188
IWF icon
91
iShares Russell 1000 Growth ETF
IWF
$122B
$923K 0.06%
2,175
DE icon
92
Deere & Co
DE
$124B
$899K 0.06%
1,768
PM icon
93
Philip Morris
PM
$246B
$871K 0.05%
4,782
+46
PNC icon
94
PNC Financial Services
PNC
$70.4B
$847K 0.05%
4,546
META icon
95
Meta Platforms (Facebook)
META
$1.8T
$847K 0.05%
1,148
+33
KO icon
96
Coca-Cola
KO
$295B
$829K 0.05%
11,716
QCOM icon
97
Qualcomm
QCOM
$176B
$795K 0.05%
4,994
-142
VTI icon
98
Vanguard Total Stock Market ETF
VTI
$543B
$777K 0.05%
2,555
+1,222
ORCL icon
99
Oracle
ORCL
$830B
$735K 0.05%
3,364
-269
BRK.A icon
100
Berkshire Hathaway Class A
BRK.A
$1.06T
$729K 0.05%
+1