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
151
$158K 0.01%
1,413
152
$149K 0.01%
7,445
+2,225
153
$146K 0.01%
4,742
154
$145K 0.01%
1,900
-1,526
155
$136K 0.01%
1,432
156
$132K 0.01%
4,554
157
$129K 0.01%
3,000
158
$128K 0.01%
1,411
-100
159
$127K 0.01%
1,000
160
$126K 0.01%
5,525
+1,000
161
$125K 0.01%
1,090
162
$125K 0.01%
2,725
163
$123K 0.01%
1,100
164
$119K 0.01%
1,442
165
$117K 0.01%
5,000
166
$116K 0.01%
3,950
-250
167
$116K 0.01%
2,460
168
$115K 0.01%
610
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169
$115K 0.01%
400
-50
170
$114K 0.01%
5,480
171
$113K 0.01%
1,200
172
$113K 0.01%
1,676
173
$110K 0.01%
735
174
$108K 0.01%
975
+200
175
$107K 0.01%
912
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7
8 9