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
251
$33K ﹤0.01%
250
-175
252
$33K ﹤0.01%
405
253
$33K ﹤0.01%
+520
254
$32K ﹤0.01%
+340
255
$32K ﹤0.01%
+830
256
$32K ﹤0.01%
448
257
$31K ﹤0.01%
2,197
-467
258
$30K ﹤0.01%
679
-158
259
$30K ﹤0.01%
267
-231
260
$30K ﹤0.01%
500
261
$30K ﹤0.01%
121
262
$29K ﹤0.01%
927
263
$29K ﹤0.01%
473
264
$28K ﹤0.01%
1,200
265
$28K ﹤0.01%
533
266
$28K ﹤0.01%
450
267
$28K ﹤0.01%
264
268
$27K ﹤0.01%
143
269
$27K ﹤0.01%
879
270
$27K ﹤0.01%
450
271
$26K ﹤0.01%
200
272
$26K ﹤0.01%
350
-150
273
$26K ﹤0.01%
600
274
$25K ﹤0.01%
410
275
$25K ﹤0.01%
5,000
9 10
11
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