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
351
$13K ﹤0.01%
300
-5
352
$13K ﹤0.01%
61
-120
353
$13K ﹤0.01%
71
354
$13K ﹤0.01%
750
355
$12K ﹤0.01%
400
356
$12K ﹤0.01%
56
357
$11K ﹤0.01%
+50
358
$11K ﹤0.01%
75
-80
359
$11K ﹤0.01%
160
360
$11K ﹤0.01%
2,500
361
$11K ﹤0.01%
80
362
$11K ﹤0.01%
154
363
$11K ﹤0.01%
1,040
-661
364
$10K ﹤0.01%
200
-80
365
$10K ﹤0.01%
1,100
366
$10K ﹤0.01%
20
367
$10K ﹤0.01%
150
368
$10K ﹤0.01%
200
369
$10K ﹤0.01%
1,000
370
$10K ﹤0.01%
39
371
$9K ﹤0.01%
27
372
$9K ﹤0.01%
174
373
$9K ﹤0.01%
236
374
$9K ﹤0.01%
423
375
$9K ﹤0.01%
640
13 14
15
16 17