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
KMI icon
176
Kinder Morgan
KMI
$60.4B
$118K 0.01%
+4,000
POST icon
177
Post Holdings
POST
$5.2B
$116K 0.01%
1,068
-200
AVMC icon
178
Avantis US Mid Cap Equity ETF
AVMC
$247M
$115K 0.01%
1,743
LNG icon
179
Cheniere Energy
LNG
$44.9B
$115K 0.01%
+472
FXH icon
180
First Trust Health Care AlphaDEX Fund
FXH
$938M
$113K 0.01%
1,090
VNQ icon
181
Vanguard Real Estate ETF
VNQ
$34.1B
$112K 0.01%
1,258
+146
WMB icon
182
Williams Companies
WMB
$75.2B
$112K 0.01%
1,779
+1,591
CRM icon
183
Salesforce
CRM
$227B
$111K 0.01%
408
AVDS icon
184
Avantis International Small Cap Equity ETF
AVDS
$151M
$106K 0.01%
1,706
EVRG icon
185
Evergy
EVRG
$17.1B
$104K 0.01%
1,507
+239
FDN icon
186
First Trust Dow Jones Internet Index Fund ETF
FDN
$6.99B
$104K 0.01%
385
SPGI icon
187
S&P Global
SPGI
$151B
$102K 0.01%
193
FLO icon
188
Flowers Foods
FLO
$2.34B
$102K 0.01%
6,362
TRGP icon
189
Targa Resources
TRGP
$37.7B
$100K 0.01%
575
+485
TRP icon
190
TC Energy
TRP
$55.9B
$99.5K 0.01%
+2,040
PYPL icon
191
PayPal
PYPL
$57.3B
$99.4K 0.01%
1,337
-250,289
HEI icon
192
HEICO Corp
HEI
$43.1B
$98.4K 0.01%
300
OMC icon
193
Omnicom Group
OMC
$22.5B
$95.5K 0.01%
+1,327
ISRG icon
194
Intuitive Surgical
ISRG
$202B
$95.1K 0.01%
175
BRBR icon
195
BellRing Brands
BRBR
$3.69B
$93.1K 0.01%
1,607
FTNT icon
196
Fortinet
FTNT
$61.5B
$90.9K 0.01%
860
+360
DIVO icon
197
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.62B
$90.6K 0.01%
2,130
ESLT icon
198
Elbit Systems
ESLT
$22.3B
$89.9K 0.01%
200
CPRT icon
199
Copart
CPRT
$37.6B
$88.5K 0.01%
1,803
EMN icon
200
Eastman Chemical
EMN
$7.02B
$88.3K 0.01%
1,183
+83