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
51
$4.37M 0.38%
190,767
-257,074
52
$4.36M 0.38%
24,579
-28
53
$3.98M 0.34%
26,076
-100
54
$3.83M 0.33%
181,881
+7,125
55
$3.38M 0.29%
160,058
-23,475
56
$3.15M 0.27%
22,640
57
$3.12M 0.27%
148,955
+10,200
58
$2.44M 0.21%
92,310
+7,930
59
$2.4M 0.21%
100,995
+16,830
60
$2.4M 0.21%
52,507
-2,668
61
$2.24M 0.19%
105,416
-135,115
62
$2.23M 0.19%
14,605
-90
63
$2.22M 0.19%
68,800
+635
64
$2.21M 0.19%
39,017
+662
65
$2.14M 0.18%
12,795
+75
66
$2.14M 0.18%
39,300
+745
67
$2.05M 0.18%
27,050
+150
68
$2.04M 0.18%
6,634
-467
69
$1.78M 0.15%
3,945
-100
70
$1.76M 0.15%
12,887
71
$1.74M 0.15%
4,932
-55
72
$1.5M 0.13%
9,180
-40
73
$1.49M 0.13%
17,990
-397
74
$1.26M 0.11%
12,766
-48
75
$1.25M 0.11%
5,500
+200
1 2
3
4 5