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
26
$18.8M 1.69%
335,557
-14,878
27
$17.9M 1.61%
355,121
-8,507
28
$17.7M 1.59%
673,755
-20,463
29
$17.6M 1.59%
195,277
+12,288
30
$17M 1.53%
150,730
+11,184
31
$15.7M 1.41%
28,176
+28,026
32
$14.8M 1.33%
214,642
+6,338
33
$14.1M 1.27%
57,844
+3,435
34
$13.8M 1.24%
39,818
+470
35
$13.5M 1.22%
+133,820
36
$12.4M 1.12%
315,748
-3,047
37
$12M 1.08%
532,869
+11,818
38
$11.5M 1.04%
59,395
39
$10.8M 0.97%
229,572
+1,845
40
$10.4M 0.94%
409,746
-1,768
41
$10.4M 0.93%
444,761
-8,670
42
$9.94M 0.89%
209,866
-4,029
43
$8.84M 0.79%
40,873
+2,904
44
$8.75M 0.79%
24,078
+1,141
45
$8.11M 0.73%
321,995
-75
46
$7.49M 0.67%
31,550
-193
47
$7.24M 0.65%
44,256
48
$7.2M 0.65%
53,848
-2,490
49
$6.03M 0.54%
243,950
-1,450
50
$5.99M 0.54%
18,790
-109
1
2
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