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
126
$295K 0.03%
922
127
$289K 0.03%
5,300
128
$278K 0.02%
1,430
129
$277K 0.02%
3,300
130
$270K 0.02%
5,158
-9,000
131
$266K 0.02%
522
-30
132
$264K 0.02%
1,164
133
$256K 0.02%
2,000
134
$252K 0.02%
1,135
-35
135
$243K 0.02%
2,371
136
$227K 0.02%
4,000
137
$225K 0.02%
893
+83
138
$214K 0.02%
4,000
139
$211K 0.02%
4,512
-1,501
140
$205K 0.02%
3,378
141
$199K 0.02%
717
142
$195K 0.02%
1,558
143
$193K 0.02%
1,624
+25
144
$193K 0.02%
2,594
145
$193K 0.02%
707
146
$185K 0.02%
2,940
-1,000
147
$181K 0.02%
5,200
148
$164K 0.01%
6,362
149
$161K 0.01%
2,400
-150
150
$159K 0.01%
899
4 5
6
7 8