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
126
$341K 0.03%
794
-576
127
$339K 0.03%
16,960
+7,760
128
$337K 0.03%
4,125
-387
129
$304K 0.03%
4,297
-251
130
$292K 0.03%
5,300
-33
131
$288K 0.03%
1,315
132
$276K 0.02%
1,164
133
$255K 0.02%
2,200
+50
134
$250K 0.02%
2,371
135
$249K 0.02%
3,426
-3,000
136
$234K 0.02%
12,480
137
$228K 0.02%
3,378
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138
$222K 0.02%
9,200
+2,500
139
$219K 0.02%
810
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140
$217K 0.02%
1,500
141
$216K 0.02%
5,940
142
$214K 0.02%
2,000
143
$214K 0.02%
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144
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855
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145
$207K 0.02%
1,558
146
$204K 0.02%
4,742
147
$201K 0.02%
2,594
148
$200K 0.02%
850
149
$199K 0.02%
497
150
$195K 0.02%
717
+100
4 5
6
7 8