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
301
$17K ﹤0.01%
500
302
$17K ﹤0.01%
250
303
$17K ﹤0.01%
350
304
$16K ﹤0.01%
500
305
$16K ﹤0.01%
1,400
306
$16K ﹤0.01%
40
307
$16K ﹤0.01%
200
308
$15K ﹤0.01%
100
309
$15K ﹤0.01%
59
310
$15K ﹤0.01%
201
311
$14K ﹤0.01%
247
-77
312
$14K ﹤0.01%
25
313
$14K ﹤0.01%
163
314
$14K ﹤0.01%
50
315
$13K ﹤0.01%
238
316
$13K ﹤0.01%
600
317
$13K ﹤0.01%
643
318
$13K ﹤0.01%
118
319
$12K ﹤0.01%
200
-100
320
$12K ﹤0.01%
56
321
$12K ﹤0.01%
+200
322
$11K ﹤0.01%
75
323
$11K ﹤0.01%
2,000
324
$11K ﹤0.01%
2,500
325
$11K ﹤0.01%
+300
11 12
13
14 15