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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
187
252
$13K ﹤0.01%
270
253
$13K ﹤0.01%
300
254
$13K ﹤0.01%
500
255
$13K ﹤0.01%
1,057
256
$12K ﹤0.01%
16,900
257
$12K ﹤0.01%
1,000
258
$12K ﹤0.01%
300
259
$12K ﹤0.01%
162
260
$11K ﹤0.01%
500
261
$11K ﹤0.01%
212
262
$11K ﹤0.01%
377
263
$11K ﹤0.01%
100
264
$10K ﹤0.01%
87
265
$10K ﹤0.01%
244
266
$10K ﹤0.01%
+363
267
$10K ﹤0.01%
50
268
$10K ﹤0.01%
81
269
$9K ﹤0.01%
250
270
$9K ﹤0.01%
225
271
$9K ﹤0.01%
+114
272
$9K ﹤0.01%
600
273
$9K ﹤0.01%
640
274
$9K ﹤0.01%
208
275
$9K ﹤0.01%
150
9 10
11
12 13