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
326
$11K ﹤0.01%
160
327
$10K ﹤0.01%
400
328
$10K ﹤0.01%
160
329
$10K ﹤0.01%
80
330
$10K ﹤0.01%
154
331
$10K ﹤0.01%
39
332
$10K ﹤0.01%
346
333
$9K ﹤0.01%
+174
334
$9K ﹤0.01%
172
335
$9K ﹤0.01%
221
-1,154
336
$9K ﹤0.01%
203
337
$9K ﹤0.01%
280
338
$9K ﹤0.01%
175
339
$9K ﹤0.01%
200
340
$9K ﹤0.01%
30
341
$8K ﹤0.01%
295
342
$8K ﹤0.01%
146
343
$8K ﹤0.01%
640
344
$8K ﹤0.01%
+120
345
$8K ﹤0.01%
131
346
$7K ﹤0.01%
236
347
$7K ﹤0.01%
75
348
$7K ﹤0.01%
500
349
$7K ﹤0.01%
+167
350
$7K ﹤0.01%
25
12 13
14
15 16