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
276
$25K ﹤0.01%
500
277
$24K ﹤0.01%
+130
278
$24K ﹤0.01%
720
279
$24K ﹤0.01%
200
280
$24K ﹤0.01%
800
281
$24K ﹤0.01%
600
282
$23K ﹤0.01%
+450
283
$23K ﹤0.01%
363
284
$22K ﹤0.01%
700
285
$22K ﹤0.01%
119
286
$21K ﹤0.01%
1,057
287
$21K ﹤0.01%
400
288
$21K ﹤0.01%
262
289
$21K ﹤0.01%
525
290
$21K ﹤0.01%
1,721
+819
291
$21K ﹤0.01%
200
292
$21K ﹤0.01%
60
293
$20K ﹤0.01%
155
294
$20K ﹤0.01%
70
295
$20K ﹤0.01%
225
296
$19K ﹤0.01%
302
297
$18K ﹤0.01%
+700
298
$18K ﹤0.01%
747
299
$18K ﹤0.01%
330
300
$18K ﹤0.01%
85
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