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
26
$18.9M 1.64%
380,006
-37,560
27
$17.6M 1.52%
518,578
+1,412
28
$17.3M 1.49%
707,228
-3,360
29
$17.3M 1.49%
144,097
+1,703
30
$16.9M 1.46%
340,125
+4,310
31
$16M 1.38%
215,062
+9,340
32
$15.7M 1.36%
145,478
+4,170
33
$15.6M 1.35%
64,681
+2,325
34
$15.6M 1.35%
589,225
+14,565
35
$15.1M 1.31%
334,742
-5,750
36
$13.8M 1.19%
232,743
+4,605
37
$12.6M 1.08%
62,133
+1,795
38
$12.2M 1.05%
245,292
+4,473
39
$11.8M 1.02%
26,394
+575
40
$11.2M 0.96%
44,883
+1,160
41
$10.7M 0.93%
437,490
-1,700
42
$10.6M 0.92%
292,395
-39,883
43
$10.6M 0.91%
221,942
+5,640
44
$8.97M 0.77%
376,470
+26,260
45
$8.71M 0.75%
41,344
+117
46
$8.61M 0.74%
43,681
-275
47
$7.92M 0.68%
30,512
-395
48
$6.91M 0.6%
290,598
+11,345
49
$6.12M 0.53%
49,712
-5,207
50
$5.52M 0.48%
18,435
-200
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