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
376
$9K ﹤0.01%
120
377
$9K ﹤0.01%
30
378
$8K ﹤0.01%
590
-9
379
$8K ﹤0.01%
200
380
$8K ﹤0.01%
300
381
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50
382
$8K ﹤0.01%
300
383
$8K ﹤0.01%
35
384
$8K ﹤0.01%
400
385
$7K ﹤0.01%
2,000
386
$7K ﹤0.01%
25
387
$7K ﹤0.01%
+50
388
$7K ﹤0.01%
200
389
$6K ﹤0.01%
350
390
$6K ﹤0.01%
17
391
$6K ﹤0.01%
88
392
$6K ﹤0.01%
25
393
$6K ﹤0.01%
20
-121
394
$5K ﹤0.01%
30
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395
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220
396
$5K ﹤0.01%
65
397
$4K ﹤0.01%
141
398
$4K ﹤0.01%
60
399
$4K ﹤0.01%
+66
400
$4K ﹤0.01%
18
14 15
16
17 18