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
151
$188K 0.02%
3,940
+1,240
152
$184K 0.02%
7,465
-1,660
153
$179K 0.02%
867
154
$179K 0.02%
7,375
155
$171K 0.02%
700
156
$170K 0.02%
290
157
$169K 0.02%
5,000
158
$164K 0.01%
1,466
+550
159
$154K 0.01%
6,362
160
$154K 0.01%
801
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161
$151K 0.01%
2,550
162
$151K 0.01%
2,750
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163
$148K 0.01%
675
164
$143K 0.01%
+460
165
$142K 0.01%
500
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166
$141K 0.01%
1,991
-72
167
$136K 0.01%
1,381
-168
168
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169
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170
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4,000
171
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700
172
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3,000
-2,000
173
$123K 0.01%
3,925
-800
174
$120K 0.01%
505
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175
$119K 0.01%
2,725
-350
5 6
7
8 9