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
76
$1.22M 0.11%
7,849
-300
77
$1.13M 0.1%
17,852
78
$1.11M 0.1%
5,600
79
$1.08M 0.1%
12,702
-922
80
$1M 0.09%
19,955
+83
81
$927K 0.08%
13,866
-350
82
$907K 0.08%
23,159
-1,816
83
$880K 0.08%
12,009
-858
84
$874K 0.08%
6,239
-307
85
$849K 0.08%
10,906
86
$836K 0.08%
8,350
87
$769K 0.07%
16,359
+4,328
88
$719K 0.06%
37,332
89
$717K 0.06%
3,103
90
$695K 0.06%
3,193
+269
91
$691K 0.06%
2,250
92
$687K 0.06%
14,408
-114
93
$682K 0.06%
4,774
94
$652K 0.06%
3,170
+170
95
$642K 0.06%
11,859
+352
96
$642K 0.06%
6,894
97
$618K 0.06%
12,185
+885
98
$609K 0.05%
1,728
-272
99
$608K 0.05%
2,685
100
$584K 0.05%
1,475
+305
2 3
4
5 6