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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.6M
3
+$4.74M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.49M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.31M

Top Sells

1
+$5.62M
2
+$4.66M
3
+$4.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.74M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
207
+200
252
$8K ﹤0.01%
100
-195
253
$8K ﹤0.01%
504
254
$7K ﹤0.01%
280
255
$7K ﹤0.01%
300
-1,200
256
$6K ﹤0.01%
845
257
$6K ﹤0.01%
75
258
$6K ﹤0.01%
500
259
$6K ﹤0.01%
100
-504
260
$6K ﹤0.01%
186
-191
261
$6K ﹤0.01%
100
262
$5K ﹤0.01%
200
263
$5K ﹤0.01%
131
264
$5K ﹤0.01%
2,000
265
$5K ﹤0.01%
100
266
$4K ﹤0.01%
200
267
$4K ﹤0.01%
33
-54
268
$4K ﹤0.01%
174
269
$3K ﹤0.01%
+38
270
$3K ﹤0.01%
300
271
$3K ﹤0.01%
65
+54
272
$3K ﹤0.01%
+38
273
$3K ﹤0.01%
34
274
$3K ﹤0.01%
118
275
$3K ﹤0.01%
+26
9 10
11
12 13