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
451
– –
-296
452
– –
-300
453
– –
-525
454
$0 ﹤0.01%
3
455
– –
-377
456
– –
-50
457
– –
-172
458
$0 ﹤0.01%
10
-290
459
– –
-265
460
$0 ﹤0.01%
7
461
– –
-228
462
– –
-85
463
– –
-80
464
– –
-8,000
465
– –
-868
466
– –
-51
467
– –
-200
468
– –
-32
469
– –
0
470
$0 ﹤0.01%
20
471
– –
-175
472
– –
-201
473
– –
0
15 16 17 18
19