AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+5.7%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.11B
AUM Growth
+$73.7M
(+7.1%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
2.2%
Top 10 Holdings %
Top 10 Hldgs %
33.17%
Holding
466
New
24
Increased
52
Reduced
99
Closed
50
Top Buys
| 1 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$27.1M |
| 2 |
Regeneron Pharmaceuticals
REGN
|
$15.7M |
| 3 |
Leidos
LDOS
|
$13.5M |
| 4 |
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
|
$1.69M |
| 5 |
iShares MSCI Intl Momentum Factor ETF
IMTM
|
$1.68M |
Top Sells
| 1 |
Ameriprise Financial
AMP
|
$8M |
| 2 |
PNC Financial Services
PNC
|
$5.42M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$4.65M |
| 4 |
CDW
CDW
|
$4.47M |
| 5 |
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% |
