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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

Sector Composition

1 Technology 20.78%
2 Financials 15.42%
3 Industrials 10.09%
4 Healthcare 9.79%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$10K ﹤0.01%
221
252
$10K ﹤0.01%
280
253
$9K ﹤0.01%
100
254
$9K ﹤0.01%
40
255
$9K ﹤0.01%
100
256
$8K ﹤0.01%
221
257
$8K ﹤0.01%
75
258
$8K ﹤0.01%
39
259
$7K ﹤0.01%
250
260
$7K ﹤0.01%
94
261
$7K ﹤0.01%
75
262
$7K ﹤0.01%
640
263
$7K ﹤0.01%
80
264
$7K ﹤0.01%
500
265
$7K ﹤0.01%
250
-535
266
$7K ﹤0.01%
60
267
$6K ﹤0.01%
25
268
$6K ﹤0.01%
200
269
$6K ﹤0.01%
45
270
$6K ﹤0.01%
200
+100
271
$6K ﹤0.01%
77
-7
272
$6K ﹤0.01%
100
273
$6K ﹤0.01%
140
274
$5K ﹤0.01%
200
275
$5K ﹤0.01%
30
9 10
11
12 13