AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
426
$2K ﹤0.01%
7
427
$2K ﹤0.01%
65
428
$2K ﹤0.01%
50
429
$2K ﹤0.01%
739
430
$2K ﹤0.01%
25
431
$2K ﹤0.01%
16
432
$2K ﹤0.01%
50
433
$1K ﹤0.01%
23
434
$1K ﹤0.01%
50
435
$1K ﹤0.01%
19
436
$1K ﹤0.01%
2
437
$1K ﹤0.01%
5
438
$1K ﹤0.01%
50
439
– –
-34
440
– –
-500
441
– –
-324
442
– –
-12,480
443
– –
-70
444
– –
-500
445
– –
-66
446
– –
-15,000
447
– –
-47
448
$0 ﹤0.01%
2
449
– –
-25
450
– –
-711
15 16 17
18
19