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
426
$2K ﹤0.01%
30
427
$2K ﹤0.01%
223
428
$2K ﹤0.01%
48
429
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7
430
$2K ﹤0.01%
65
431
$2K ﹤0.01%
50
432
$2K ﹤0.01%
739
433
$1K ﹤0.01%
50
434
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19
435
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2
436
$1K ﹤0.01%
5
437
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23
438
$1K ﹤0.01%
50
439
– –
-20
440
– –
0
441
$0 ﹤0.01%
20
442
– –
-175
443
– –
-201
444
$0 ﹤0.01%
2
445
– –
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446
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-711
447
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448
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-300
449
– –
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450
– –
-500
15 16 17
18
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