AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$368K
3
+$358K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$274K

Top Sells

1
+$9.95M
2
+$3.88M
3
+$1.64M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.45M
5
ON icon
ON Semiconductor
ON
+$1.14M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$18K ﹤0.01%
163
227
$18K ﹤0.01%
200
228
$17K ﹤0.01%
302
229
$17K ﹤0.01%
2,500
230
$17K ﹤0.01%
1,057
231
$16K ﹤0.01%
+50
232
$15K ﹤0.01%
600
233
$15K ﹤0.01%
650
-3,000
234
$15K ﹤0.01%
497
235
$14K ﹤0.01%
350
236
$14K ﹤0.01%
113
237
$14K ﹤0.01%
2,749
238
$13K ﹤0.01%
100
-534
239
$12K ﹤0.01%
500
-500
240
$12K ﹤0.01%
643
241
$12K ﹤0.01%
200
242
$12K ﹤0.01%
116
243
$11K ﹤0.01%
221
244
$11K ﹤0.01%
400
245
$11K ﹤0.01%
112
246
$11K ﹤0.01%
100
247
$10K ﹤0.01%
40
248
$9K ﹤0.01%
221
249
$9K ﹤0.01%
100
250
$9K ﹤0.01%
280
8 9
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