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
276
$30K ﹤0.01%
1,000
277
$30K ﹤0.01%
520
278
$29K ﹤0.01%
130
279
$29K ﹤0.01%
143
280
$29K ﹤0.01%
830
281
$29K ﹤0.01%
720
282
$29K ﹤0.01%
500
283
$29K ﹤0.01%
+400
284
$29K ﹤0.01%
194
285
$28K ﹤0.01%
200
286
$28K ﹤0.01%
473
287
$28K ﹤0.01%
1,578
288
$27K ﹤0.01%
1,300
289
$27K ﹤0.01%
1,721
290
$26K ﹤0.01%
+375
291
$26K ﹤0.01%
450
292
$26K ﹤0.01%
200
+189
293
$26K ﹤0.01%
200
294
$25K ﹤0.01%
600
295
$25K ﹤0.01%
879
296
$25K ﹤0.01%
8,300
297
$24K ﹤0.01%
1,000
298
$24K ﹤0.01%
221
299
$24K ﹤0.01%
519
-500
300
$24K ﹤0.01%
60
10 11
12
13 14