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
401
$4K ﹤0.01%
122
402
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18
403
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175
404
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150
405
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50
406
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42
407
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+66
408
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57
409
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340
410
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26
411
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1,000
412
$3K ﹤0.01%
202
413
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33
-180
414
$3K ﹤0.01%
300
415
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70
416
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10
417
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73
418
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15
-33
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105
420
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17
421
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100
422
$3K ﹤0.01%
34
423
$2K ﹤0.01%
30
424
$2K ﹤0.01%
223
425
$2K ﹤0.01%
48
15 16
17
18 19