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
IJT icon
201
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.44B
$87.5K 0.01%
658
ET icon
202
Energy Transfer Partners
ET
$57.4B
$87.4K 0.01%
4,822
+4,599
MUB icon
203
iShares National Muni Bond ETF
MUB
$41.4B
$86.3K 0.01%
+826
TY icon
204
TRI-Continental Corp
TY
$1.81B
$86.3K 0.01%
2,726
FISV
205
Fiserv Inc
FISV
$36B
$86.2K 0.01%
500
GBTC icon
206
Grayscale Bitcoin Trust
GBTC
$37.1B
$83.6K 0.01%
986
LIN icon
207
Linde
LIN
$191B
$83K 0.01%
177
DJTWW
208
Trump Media & Technology Group Warrants
DJTWW
$1.17B
$81.1K 0.01%
7,100
AMT icon
209
American Tower
AMT
$82.5B
$80.5K 0.01%
364
-189
TMUS icon
210
T-Mobile US
TMUS
$233B
$78.6K ﹤0.01%
330
KVUE icon
211
Kenvue
KVUE
$32.5B
$78K ﹤0.01%
+3,727
ICSH icon
212
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$77.3K ﹤0.01%
1,525
-4,252
SEE icon
213
Sealed Air
SEE
$6.25B
$74.5K ﹤0.01%
2,400
ENR icon
214
Energizer
ENR
$1.27B
$73.4K ﹤0.01%
3,642
ADBE icon
215
Adobe
ADBE
$137B
$73.1K ﹤0.01%
189
+22
EW icon
216
Edwards Lifesciences
EW
$48.7B
$71.3K ﹤0.01%
912
OKE icon
217
Oneok
OKE
$47.1B
$70K ﹤0.01%
+858
IWN icon
218
iShares Russell 2000 Value ETF
IWN
$11.9B
$69.3K ﹤0.01%
439
-100
VIG icon
219
Vanguard Dividend Appreciation ETF
VIG
$101B
$68.8K ﹤0.01%
336
MDT icon
220
Medtronic
MDT
$131B
$67.6K ﹤0.01%
775
PWR icon
221
Quanta Services
PWR
$68B
$67.3K ﹤0.01%
178
TXN icon
222
Texas Instruments
TXN
$166B
$65.8K ﹤0.01%
317
CAH icon
223
Cardinal Health
CAH
$47.5B
$65.4K ﹤0.01%
389
+142
IWP icon
224
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$63.8K ﹤0.01%
460
TRV icon
225
Travelers Companies
TRV
$63.4B
$63.7K ﹤0.01%
238