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
$1.16B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$12.3M
3
+$1.27M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.2M
5
DHI icon
D.R. Horton
DHI
+$810K

Top Sells

1
+$16.1M
2
+$5.91M
3
+$2.88M
4
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$1.88M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.47M

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%
30
377
$9K ﹤0.01%
174
378
$8K ﹤0.01%
35
379
$8K ﹤0.01%
400
380
$8K ﹤0.01%
590
-9
381
$8K ﹤0.01%
200
382
$8K ﹤0.01%
300
383
$8K ﹤0.01%
50
384
$8K ﹤0.01%
300
385
$7K ﹤0.01%
200
386
$7K ﹤0.01%
2,000
387
$7K ﹤0.01%
25
388
$7K ﹤0.01%
+50
389
$6K ﹤0.01%
350
390
$6K ﹤0.01%
17
391
$6K ﹤0.01%
88
392
$6K ﹤0.01%
20
-121
393
$6K ﹤0.01%
25
394
$5K ﹤0.01%
30
-101
395
$5K ﹤0.01%
220
396
$5K ﹤0.01%
65
397
$4K ﹤0.01%
141
398
$4K ﹤0.01%
60
399
$4K ﹤0.01%
18
400
$4K ﹤0.01%
37
14 15
16
17 18