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
$1.16B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$10.7M
3
+$1.24M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.19M
5
DHI icon
D.R. Horton
DHI
+$696K

Top Sells

1
+$17.5M
2
+$5.89M
3
+$2.87M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.87M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.45M

Sector Composition

1 Technology 16.56%
2 Healthcare 14.93%
3 Financials 11.95%
4 Industrials 11.86%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$48K ﹤0.01%
600
+550
227
$48K ﹤0.01%
846
-80
228
$47K ﹤0.01%
681
229
$47K ﹤0.01%
3,700
230
$47K ﹤0.01%
450
231
$46K ﹤0.01%
390
+100
232
$46K ﹤0.01%
445
233
$45K ﹤0.01%
1,476
234
$45K ﹤0.01%
169
+130
235
$45K ﹤0.01%
248
236
$44K ﹤0.01%
200
237
$44K ﹤0.01%
100
238
$43K ﹤0.01%
393
239
$43K ﹤0.01%
1,425
-2,500
240
$43K ﹤0.01%
1,925
241
$42K ﹤0.01%
2,500
242
$42K ﹤0.01%
198
+12
243
$41K ﹤0.01%
364
244
$41K ﹤0.01%
250
245
$41K ﹤0.01%
922
246
$41K ﹤0.01%
875
247
$40K ﹤0.01%
520
248
$39K ﹤0.01%
300
249
$39K ﹤0.01%
4,050
250
$39K ﹤0.01%
1,144
8 9
10
11 12