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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
+300
227
$21K ﹤0.01%
484
228
$20K ﹤0.01%
+1,000
229
$20K ﹤0.01%
1,925
230
$20K ﹤0.01%
+350
231
$20K ﹤0.01%
400
232
$19K ﹤0.01%
85
233
$19K ﹤0.01%
+570
234
$19K ﹤0.01%
+600
235
$19K ﹤0.01%
52
236
$18K ﹤0.01%
500
237
$18K ﹤0.01%
720
238
$17K ﹤0.01%
250
-5,900
239
$17K ﹤0.01%
+700
240
$16K ﹤0.01%
202
241
$15K ﹤0.01%
150
242
$14K ﹤0.01%
+550
243
$14K ﹤0.01%
345
244
$14K ﹤0.01%
765
245
$14K ﹤0.01%
375
246
$14K ﹤0.01%
1,015
247
$14K ﹤0.01%
262
248
$13K ﹤0.01%
500
249
$13K ﹤0.01%
480
250
$13K ﹤0.01%
351
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