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
$1.11B
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.7M
3
+$13.5M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.69M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.68M

Top Sells

1
+$8M
2
+$5.42M
3
+$4.65M
4
CDW icon
CDW
CDW
+$4.47M
5
GNRC icon
Generac Holdings
GNRC
+$3.62M

Sector Composition

1 Technology 15.21%
2 Healthcare 13.15%
3 Industrials 12.6%
4 Financials 12.31%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K ﹤0.01%
500
227
$48K ﹤0.01%
1,144
228
$46K ﹤0.01%
393
229
$45K ﹤0.01%
150
230
$45K ﹤0.01%
922
231
$45K ﹤0.01%
100
232
$44K ﹤0.01%
3,715
233
$44K ﹤0.01%
+520
234
$41K ﹤0.01%
300
235
$41K ﹤0.01%
681
236
$41K ﹤0.01%
532
-356
237
$41K ﹤0.01%
600
238
$40K ﹤0.01%
+250
239
$38K ﹤0.01%
220
-605
240
$37K ﹤0.01%
400
241
$37K ﹤0.01%
230
242
$37K ﹤0.01%
300
243
$37K ﹤0.01%
248
244
$37K ﹤0.01%
200
245
$36K ﹤0.01%
584
246
$36K ﹤0.01%
1,250
247
$36K ﹤0.01%
1,925
248
$35K ﹤0.01%
40
-29
249
$34K ﹤0.01%
1,000
250
$34K ﹤0.01%
290
8 9
10
11 12