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
76
$1.25M 0.11%
23,548
-7,732
77
$1.22M 0.11%
19,714
-518
78
$1.19M 0.1%
40,600
79
$1.06M 0.09%
7,761
-250
80
$1.04M 0.09%
22,082
+805
81
$1.03M 0.09%
12,109
82
$999K 0.09%
19,289
-4,200
83
$986K 0.09%
13,496
-341
84
$902K 0.08%
10,906
85
$893K 0.08%
17,785
-11,850
86
$849K 0.07%
1,475
87
$780K 0.07%
4,793
88
$775K 0.07%
3,133
-88
89
$747K 0.06%
15,609
90
$732K 0.06%
3,283
91
$732K 0.06%
4,789
92
$729K 0.06%
11,759
-41
93
$725K 0.06%
12,175
-10,050
94
$722K 0.06%
1,738
95
$717K 0.06%
29,325
+7,800
96
$683K 0.06%
5,250
-545
97
$670K 0.06%
6,700
-650
98
$670K 0.06%
6,894
99
$638K 0.06%
2,250
100
$624K 0.05%
6,674
-820
2 3
4
5 6