AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$26.1M
2
+$14.2M
3
+$13.7M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.71M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.67M

Top Sells

1
+$8.1M
2
+$5.33M
3
+$4.42M
4
CDW icon
CDW
CDW
+$4.41M
5
CSCO icon
Cisco
CSCO
+$3.47M

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
351
$6K ﹤0.01%
17
352
$6K ﹤0.01%
88
353
$6K ﹤0.01%
70
-200
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739
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70
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358
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1,000
359
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25
360
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96
-342
361
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362
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34
363
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364
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+150
365
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44
-80
366
$5K ﹤0.01%
65
367
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368
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369
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+100
370
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200
371
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750
372
$5K ﹤0.01%
140
373
$4K ﹤0.01%
141
374
$4K ﹤0.01%
30
375
$4K ﹤0.01%
18
13 14
15
16 17