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
101
$546K 0.05%
15,000
102
$545K 0.05%
13,219
103
$544K 0.05%
1,500
-500
104
$530K 0.05%
8,000
-226
105
$530K 0.05%
2,846
106
$508K 0.05%
6,501
+820
107
$502K 0.05%
2,856
+99
108
$485K 0.04%
4,889
109
$478K 0.04%
5,616
110
$477K 0.04%
1,650
111
$475K 0.04%
4,537
112
$465K 0.04%
5,500
113
$462K 0.04%
10,207
-850
114
$456K 0.04%
7,600
+750
115
$456K 0.04%
1,312
-75
116
$442K 0.04%
5,294
-577
117
$439K 0.04%
9,025
118
$429K 0.04%
2,050
119
$425K 0.04%
3,662
120
$385K 0.03%
4,000
121
$379K 0.03%
1,700
-500
122
$373K 0.03%
18,500
123
$368K 0.03%
2,625
124
$353K 0.03%
8,330
125
$343K 0.03%
6,013
-47
3 4
5
6 7