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
1
$55.8M 5.01%
2,358,693
+1,147,793
2
$49.8M 4.47%
119,938
-8,713
3
$38.1M 3.42%
1,089,787
+39,466
4
$37.4M 3.36%
966,118
+43,562
5
$35.1M 3.15%
109,927
-1,312
6
$32.3M 2.91%
64,110
+793
7
$31.3M 2.81%
249,520
-37,100
8
$30.7M 2.76%
81,213
-50
9
$29.8M 2.67%
81,542
-17
10
$28.9M 2.6%
165,685
-25,582
11
$26.1M 2.34%
104,731
-32,148
12
$25.7M 2.31%
484,937
-65,939
13
$23.9M 2.14%
624,108
+15,915
14
$23.7M 2.13%
124,085
-28,408
15
$23M 2.07%
1,183,890
-96,150
16
$23M 2.06%
167,595
+3,868
17
$22.5M 2.02%
142,985
-14,961
18
$21.5M 1.93%
322,088
+8,323
19
$21.1M 1.89%
72,224
+86
20
$20.9M 1.88%
512,525
+41,349
21
$20.3M 1.83%
404,880
-9,504
22
$20.3M 1.82%
381,499
-11,201
23
$19.5M 1.75%
385,819
-3,010
24
$19.4M 1.74%
506,591
+19,705
25
$19.4M 1.74%
351,075
+447
1
2 3 4 5