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
101
$616K 0.05%
5,300
-1,610
102
$587K 0.05%
3,170
103
$571K 0.05%
1,590
-1,125
104
$553K 0.05%
13,421
105
$549K 0.05%
5,500
106
$536K 0.05%
5,294
-270
107
$500K 0.04%
2,050
108
$486K 0.04%
10,028
-679
109
$476K 0.04%
5,069
110
$467K 0.04%
21,000
-210
111
$463K 0.04%
16,960
112
$462K 0.04%
8,330
113
$435K 0.04%
3,672
-362
114
$430K 0.04%
2,712
115
$414K 0.04%
9,025
116
$407K 0.04%
4,150
-49
117
$405K 0.04%
2,146
-700
118
$396K 0.03%
2,888
-113
119
$357K 0.03%
5,616
120
$337K 0.03%
1,000
-500
121
$324K 0.03%
715
122
$322K 0.03%
6,314
123
$317K 0.03%
4,125
124
$307K 0.03%
1,350
-350
125
$299K 0.03%
11,600
3 4
5
6 7