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
326
$18K ﹤0.01%
+256
327
$18K ﹤0.01%
+324
328
$18K ﹤0.01%
363
329
$17K ﹤0.01%
100
330
$17K ﹤0.01%
130
331
$17K ﹤0.01%
70
332
$17K ﹤0.01%
550
333
$17K ﹤0.01%
500
334
$17K ﹤0.01%
350
335
$17K ﹤0.01%
40
336
$17K ﹤0.01%
1,811
337
$16K ﹤0.01%
1,452
338
$16K ﹤0.01%
330
339
$16K ﹤0.01%
125
340
$15K ﹤0.01%
238
341
$15K ﹤0.01%
+50
342
$14K ﹤0.01%
247
343
$14K ﹤0.01%
155
344
$14K ﹤0.01%
25
345
$14K ﹤0.01%
250
346
$14K ﹤0.01%
200
347
$14K ﹤0.01%
65
348
$13K ﹤0.01%
643
349
$13K ﹤0.01%
200
350
$13K ﹤0.01%
75
12 13
14
15 16