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
176
$119K 0.01%
507
+39
177
$118K 0.01%
5,200
-2,400
178
$117K 0.01%
990
179
$114K 0.01%
2,460
180
$113K 0.01%
3,000
181
$111K 0.01%
4,200
-500
182
$107K 0.01%
1,000
183
$103K 0.01%
1,432
184
$102K 0.01%
1,676
185
$97K 0.01%
586
+300
186
$96K 0.01%
1,200
187
$96K 0.01%
775
188
$95K 0.01%
613
+500
189
$94K 0.01%
912
190
$92K 0.01%
400
+100
191
$92K 0.01%
+379
192
$88K 0.01%
2,000
193
$87K 0.01%
735
194
$85K 0.01%
565
195
$83K 0.01%
499
196
$79K 0.01%
1,500
197
$78K 0.01%
+1,050
198
$75K 0.01%
868
199
$74K 0.01%
1,000
-189
200
$73K 0.01%
1,153
6 7
8
9 10