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
251
$39K ﹤0.01%
629
252
$38K ﹤0.01%
50
253
$38K ﹤0.01%
448
254
$37K ﹤0.01%
410
255
$37K ﹤0.01%
340
256
$37K ﹤0.01%
3,700
257
$37K ﹤0.01%
400
258
$37K ﹤0.01%
+1,607
259
$37K ﹤0.01%
5,286
260
$37K ﹤0.01%
600
261
$35K ﹤0.01%
250
262
$35K ﹤0.01%
150
263
$35K ﹤0.01%
845
+700
264
$34K ﹤0.01%
5,000
265
$33K ﹤0.01%
+175
266
$33K ﹤0.01%
375
+300
267
$32K ﹤0.01%
300
-200
268
$32K ﹤0.01%
150
269
$32K ﹤0.01%
180
270
$32K ﹤0.01%
951
+717
271
$31K ﹤0.01%
927
272
$31K ﹤0.01%
+150
273
$31K ﹤0.01%
200
274
$31K ﹤0.01%
121
275
$30K ﹤0.01%
373
9 10
11
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