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 9.49%
4 Consumer Discretionary 7.77%
5 Industrials 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPLX icon
126
MPLX
MPLX
$57.5B
$301K 0.02%
+5,844
TJX icon
127
TJX Companies
TJX
$175B
$301K 0.02%
2,434
ECL icon
128
Ecolab
ECL
$78.5B
$294K 0.02%
1,092
HON icon
129
Honeywell
HON
$139B
$293K 0.02%
1,257
MO icon
130
Altria Group
MO
$104B
$282K 0.02%
4,808
IJH icon
131
iShares Core S&P Mid-Cap ETF
IJH
$109B
$281K 0.02%
4,530
PANW icon
132
Palo Alto Networks
PANW
$131B
$279K 0.02%
1,362
EPD icon
133
Enterprise Products Partners
EPD
$71.2B
$277K 0.02%
8,931
+2,231
QQQ icon
134
Invesco QQQ Trust
QQQ
$409B
$277K 0.02%
502
AVIG icon
135
Avantis Core Fixed Income ETF
AVIG
$1.56B
$276K 0.02%
6,635
UI icon
136
Ubiquiti
UI
$33.3B
$271K 0.02%
660
LH icon
137
Labcorp
LH
$22.5B
$263K 0.02%
1,000
FBIN icon
138
Fortune Brands Innovations
FBIN
$7.39B
$261K 0.02%
5,078
WFC icon
139
Wells Fargo
WFC
$273B
$253K 0.02%
3,156
+231
SRE icon
140
Sempra
SRE
$60.4B
$250K 0.02%
3,300
ZTS icon
141
Zoetis
ZTS
$54.9B
$245K 0.02%
1,569
GE icon
142
GE Aerospace
GE
$343B
$243K 0.02%
944
+375
PFE icon
143
Pfizer
PFE
$146B
$241K 0.02%
9,929
-610
IWD icon
144
iShares Russell 1000 Value ETF
IWD
$71.6B
$240K 0.02%
1,234
CRWD icon
145
CrowdStrike
CRWD
$114B
$227K 0.01%
446
DHR icon
146
Danaher
DHR
$167B
$226K 0.01%
1,145
-235
EEM icon
147
iShares MSCI Emerging Markets ETF
EEM
$22.9B
$223K 0.01%
4,623
-167
TYL icon
148
Tyler Technologies
TYL
$18.9B
$222K 0.01%
374
DUK icon
149
Duke Energy
DUK
$92.7B
$222K 0.01%
1,878
SCHW icon
150
Charles Schwab
SCHW
$184B
$211K 0.01%
2,313
+2,000
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