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
201
$69K 0.01%
837
+134
202
$69K 0.01%
400
-400
203
$68K 0.01%
1,500
204
$67K 0.01%
1,500
205
$66K 0.01%
3,200
206
$66K 0.01%
317
207
$65K 0.01%
506
208
$63K 0.01%
22,482
209
$63K 0.01%
1,635
210
$60K 0.01%
599
211
$55K ﹤0.01%
305
-281
212
$55K ﹤0.01%
379
213
$54K ﹤0.01%
439
-60
214
$53K ﹤0.01%
239
-353
215
$52K ﹤0.01%
1,055
216
$52K ﹤0.01%
913
-305
217
$52K ﹤0.01%
1,050
218
$51K ﹤0.01%
168
219
$51K ﹤0.01%
500
220
$50K ﹤0.01%
1,201
221
$50K ﹤0.01%
3,110
222
$50K ﹤0.01%
400
223
$49K ﹤0.01%
5,500
224
$49K ﹤0.01%
3,500
225
$49K ﹤0.01%
362
-95
7 8
9
10 11