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
301
$23K ﹤0.01%
262
302
$23K ﹤0.01%
1,568
303
$23K ﹤0.01%
600
304
$22K ﹤0.01%
1,400
305
$22K ﹤0.01%
+100
306
$22K ﹤0.01%
302
307
$22K ﹤0.01%
350
308
$22K ﹤0.01%
119
309
$21K ﹤0.01%
85
310
$20K ﹤0.01%
10
311
$20K ﹤0.01%
1,200
312
$20K ﹤0.01%
155
313
$20K ﹤0.01%
+250
314
$20K ﹤0.01%
200
315
$19K ﹤0.01%
1,057
316
$19K ﹤0.01%
700
317
$19K ﹤0.01%
747
318
$19K ﹤0.01%
230
319
$18K ﹤0.01%
171
+150
320
$18K ﹤0.01%
+250
321
$18K ﹤0.01%
59
322
$18K ﹤0.01%
533
323
$18K ﹤0.01%
317
324
$18K ﹤0.01%
500
325
$18K ﹤0.01%
225
11 12
13
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