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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

Sector Composition

1 Technology 20.78%
2 Financials 15.42%
3 Industrials 10.09%
4 Healthcare 9.79%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$22K ﹤0.01%
1,780
227
$21K ﹤0.01%
130
228
$21K ﹤0.01%
500
229
$21K ﹤0.01%
100
230
$21K ﹤0.01%
200
231
$21K ﹤0.01%
1,925
232
$20K ﹤0.01%
200
233
$20K ﹤0.01%
121
234
$18K ﹤0.01%
200
235
$17K ﹤0.01%
410
236
$17K ﹤0.01%
1,057
237
$17K ﹤0.01%
302
238
$17K ﹤0.01%
163
239
$17K ﹤0.01%
1,050
-75
240
$17K ﹤0.01%
200
-50
241
$17K ﹤0.01%
2,749
-1,511
242
$15K ﹤0.01%
600
243
$14K ﹤0.01%
350
244
$14K ﹤0.01%
497
245
$14K ﹤0.01%
113
246
$13K ﹤0.01%
116
-117
247
$12K ﹤0.01%
643
248
$12K ﹤0.01%
400
-320
249
$11K ﹤0.01%
112
250
$11K ﹤0.01%
2,500
8 9
10
11 12