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
51
$5.32M 0.48%
246,501
-8,072
52
$5.27M 0.47%
229,163
-72,704
53
$4.86M 0.44%
230,468
-76,290
54
$4.1M 0.37%
188,855
-10,574
55
$4.05M 0.36%
24,572
-250
56
$3.69M 0.33%
27,388
+669
57
$3.11M 0.28%
140,095
-2,175
58
$2.75M 0.25%
22,520
-620
59
$2.72M 0.24%
60,175
60
$2.64M 0.24%
118,290
-500
61
$2.56M 0.23%
16,105
-2,160
62
$2.49M 0.22%
20,085
-2,815
63
$2.34M 0.21%
38,475
-2,435
64
$2.29M 0.21%
67,470
-4,325
65
$2.29M 0.21%
38,735
-5,260
66
$2.19M 0.2%
26,900
67
$1.99M 0.18%
7,352
-148
68
$1.88M 0.17%
12,688
-12
69
$1.8M 0.16%
31,648
-300
70
$1.73M 0.16%
4,045
-57
71
$1.61M 0.14%
9,380
+1,800
72
$1.48M 0.13%
40,600
73
$1.38M 0.12%
12,887
74
$1.34M 0.12%
21,906
-1,311
75
$1.34M 0.12%
4,812
+450
1 2
3
4 5