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
MDY icon
151
SPDR S&P MidCap 400 ETF Trust
MDY
$23.5B
$211K 0.01%
373
BUD icon
152
AB InBev
BUD
$120B
$206K 0.01%
+3,000
VUG icon
153
Vanguard Growth ETF
VUG
$202B
$202K 0.01%
460
MCO icon
154
Moody's
MCO
$87.8B
$201K 0.01%
400
SPTM icon
155
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$191K 0.01%
2,548
CP icon
156
Canadian Pacific Kansas City
CP
$66.6B
$190K 0.01%
2,399
DIS icon
157
Walt Disney
DIS
$189B
$189K 0.01%
1,524
-146
JPST icon
158
JPMorgan Ultra-Short Income ETF
JPST
$35B
$177K 0.01%
3,500
-6,975
ACGL icon
159
Arch Capital
ACGL
$33.6B
$172K 0.01%
1,887
+87
IJR icon
160
iShares Core S&P Small-Cap ETF
IJR
$89B
$164K 0.01%
1,498
+160
COF icon
161
Capital One
COF
$144B
$163K 0.01%
+764
SYK icon
162
Stryker
SYK
$140B
$159K 0.01%
403
UNH icon
163
UnitedHealth
UNH
$308B
$155K 0.01%
496
-60
UNP icon
164
Union Pacific
UNP
$140B
$153K 0.01%
667
-165
ORLY icon
165
O'Reilly Automotive
ORLY
$83.2B
$149K 0.01%
1,650
+105
FXL icon
166
First Trust Technology AlphaDEX Fund
FXL
$1.44B
$142K 0.01%
900
-50
GSY icon
167
Invesco Ultra Short Duration ETF
GSY
$3.22B
$138K 0.01%
2,750
-1,050
EFSC icon
168
Enterprise Financial Services Corp
EFSC
$2.07B
$136K 0.01%
2,460
ABT icon
169
Abbott
ABT
$218B
$134K 0.01%
986
AVLV icon
170
Avantis US Large Cap Value ETF
AVLV
$8.86B
$131K 0.01%
1,917
PR icon
171
Permian Resources
PR
$11B
$130K 0.01%
+9,568
BCS icon
172
Barclays
BCS
$80.7B
$130K 0.01%
+7,000
IJS icon
173
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
$126K 0.01%
1,271
GEV icon
174
GE Vernova
GEV
$163B
$124K 0.01%
234
+93
NJR icon
175
New Jersey Resources
NJR
$4.62B
$120K 0.01%
2,680
5 6
7
8 9