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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.6M
3
+$4.74M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.49M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.31M

Top Sells

1
+$5.62M
2
+$4.66M
3
+$4.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.74M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K ﹤0.01%
500
227
$19K ﹤0.01%
+302
228
$19K ﹤0.01%
+350
229
$18K ﹤0.01%
1,000
230
$17K ﹤0.01%
202
231
$17K ﹤0.01%
250
232
$16K ﹤0.01%
700
233
$15K ﹤0.01%
1,057
234
$15K ﹤0.01%
262
235
$15K ﹤0.01%
300
236
$15K ﹤0.01%
187
237
$15K ﹤0.01%
550
238
$14K ﹤0.01%
+333
239
$13K ﹤0.01%
500
240
$13K ﹤0.01%
162
241
$12K ﹤0.01%
212
-232
242
$11K ﹤0.01%
+643
243
$11K ﹤0.01%
81
244
$11K ﹤0.01%
400
-600
245
$11K ﹤0.01%
100
246
$11K ﹤0.01%
351
247
$11K ﹤0.01%
600
248
$9K ﹤0.01%
208
249
$9K ﹤0.01%
640
250
$9K ﹤0.01%
100
-14
8 9
10
11 12