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

Top Buys

1
+$26.1M
2
+$14.2M
3
+$13.7M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.71M
5
GEM icon
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
+$1.67M

Top Sells

1
+$8.1M
2
+$5.33M
3
+$4.42M
4
CDW icon
CDW
CDW
+$4.41M
5
CSCO icon
Cisco
CSCO
+$3.47M

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
451
– –
-5
452
– –
-400
453
– –
-4
454
– –
-1,500
455
– –
-8
456
– –
-78
457
$0 ﹤0.01%
3
458
– –
-102
459
– –
-146
460
$0 ﹤0.01%
2
461
– –
-665
462
– –
-140
463
– –
-200
464
– –
-1,000
465
– –
0
466
– –
-2,500
15 16 17 18
19