AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$26.1M
2
+$14.2M
3
+$13.7M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.71M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.67M

Top Sells

1
+$8.1M
2
+$5.33M
3
+$4.42M
4
CDW icon
CDW
CDW
+$4.41M
5
CSCO icon
Cisco
CSCO
+$3.47M

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%
600
281
$24K ﹤0.01%
800
282
$23K ﹤0.01%
+450
283
$23K ﹤0.01%
363
284
$22K ﹤0.01%
119
285
$22K ﹤0.01%
700
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%
70
294
$20K ﹤0.01%
225
295
$20K ﹤0.01%
155
296
$19K ﹤0.01%
302
297
$18K ﹤0.01%
330
298
$18K ﹤0.01%
+700
299
$18K ﹤0.01%
747
300
$18K ﹤0.01%
85
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