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
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.29M
3
+$7.62M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$6.82M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$5.73M

Top Sells

1
+$7.03M
2
+$5.78M
3
+$3.41M
4
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.86M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.74M

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$41K ﹤0.01%
+979
227
$41K ﹤0.01%
524
228
$39K ﹤0.01%
+150
229
$38K ﹤0.01%
681
230
$37K ﹤0.01%
400
-152
231
$37K ﹤0.01%
+462
232
$36K ﹤0.01%
+1,000
233
$36K ﹤0.01%
+263
234
$35K ﹤0.01%
+913
235
$32K ﹤0.01%
+837
236
$32K ﹤0.01%
+1,250
237
$32K ﹤0.01%
600
238
$31K ﹤0.01%
+192
239
$30K ﹤0.01%
+554
240
$29K ﹤0.01%
100
241
$29K ﹤0.01%
40
242
$29K ﹤0.01%
+312
243
$28K ﹤0.01%
500
244
$28K ﹤0.01%
1,925
245
$28K ﹤0.01%
206
246
$27K ﹤0.01%
+448
247
$27K ﹤0.01%
121
248
$27K ﹤0.01%
450
249
$27K ﹤0.01%
500
250
$27K ﹤0.01%
+175
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