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
$1.11B
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$27.1M
2
+$15.7M
3
+$13.5M
4
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.69M
5
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.68M

Top Sells

1
+$8M
2
+$5.42M
3
+$4.65M
4
CDW icon
CDW
CDW
+$4.47M
5
GNRC icon
Generac Holdings
GNRC
+$3.62M

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
426
$0 ﹤0.01%
3
427
– –
-102
428
– –
-100
429
– –
-2,816
430
– –
0
431
$0 ﹤0.01%
20
432
– –
-125
433
– –
-13
434
– –
-211
435
– –
-50
436
$0 ﹤0.01%
2
437
– –
-665
438
– –
-74
439
– –
-400
440
– –
-134
441
– –
-390
442
– –
-40
443
– –
-200
444
– –
-1,142
445
– –
-200
446
– –
-1,290
447
– –
-349
448
$0 ﹤0.01%
7
-206
449
– –
-333
450
– –
-150
15 16 17
18
19