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
201
$73K 0.01%
1,350
202
$73K 0.01%
506
+200
203
$71K 0.01%
317
204
$71K 0.01%
457
205
$70K 0.01%
1,800
206
$70K 0.01%
500
207
$68K 0.01%
1,201
+78
208
$68K 0.01%
300
209
$66K 0.01%
800
-200
210
$66K 0.01%
1,811
211
$63K 0.01%
638
212
$62K 0.01%
988
-450
213
$61K 0.01%
915
214
$60K 0.01%
1,635
215
$58K 0.01%
+1,572
216
$58K 0.01%
500
217
$55K ﹤0.01%
8,300
218
$54K ﹤0.01%
1,055
-99
219
$54K ﹤0.01%
1,019
+500
220
$53K ﹤0.01%
1,100
221
$53K ﹤0.01%
+445
222
$52K ﹤0.01%
2,041
+1,761
223
$51K ﹤0.01%
+364
224
$51K ﹤0.01%
400
225
$51K ﹤0.01%
500
7 8
9
10 11