AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.5M
3
+$9.97M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.18M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$9.15M

Top Sells

1
+$10.1M
2
+$8.83M
3
+$8.48M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.96M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.68M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K ﹤0.01%
600
227
$33K ﹤0.01%
410
228
$33K ﹤0.01%
1,607
229
$33K ﹤0.01%
5,500
230
$31K ﹤0.01%
168
231
$31K ﹤0.01%
1,476
232
$30K ﹤0.01%
3,700
233
$30K ﹤0.01%
362
234
$30K ﹤0.01%
351
-450
235
$29K ﹤0.01%
5,286
236
$29K ﹤0.01%
300
237
$29K ﹤0.01%
135
238
$29K ﹤0.01%
1,925
239
$29K ﹤0.01%
4,050
240
$28K ﹤0.01%
2,500
241
$28K ﹤0.01%
206
-300
242
$28K ﹤0.01%
600
243
$28K ﹤0.01%
640
+40
244
$27K ﹤0.01%
121
245
$27K ﹤0.01%
448
246
$26K ﹤0.01%
720
247
$25K ﹤0.01%
200
248
$25K ﹤0.01%
107
249
$25K ﹤0.01%
65
250
$24K ﹤0.01%
143
8 9
10
11 12