AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$368K
3
+$358K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$274K

Top Sells

1
+$9.95M
2
+$3.88M
3
+$1.64M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.45M
5
ON icon
ON Semiconductor
ON
+$1.14M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8K ﹤0.01%
250
252
$8K ﹤0.01%
+500
253
$8K ﹤0.01%
94
254
$8K ﹤0.01%
640
255
$8K ﹤0.01%
500
256
$8K ﹤0.01%
75
257
$8K ﹤0.01%
39
258
$7K ﹤0.01%
75
259
$7K ﹤0.01%
80
260
$7K ﹤0.01%
250
261
$7K ﹤0.01%
125
262
$6K ﹤0.01%
200
263
$6K ﹤0.01%
131
264
$6K ﹤0.01%
750
265
$6K ﹤0.01%
+2,120
266
$6K ﹤0.01%
45
267
$6K ﹤0.01%
30
268
$6K ﹤0.01%
73
269
$6K ﹤0.01%
100
270
$6K ﹤0.01%
117
271
$5K ﹤0.01%
140
272
$5K ﹤0.01%
200
273
$4K ﹤0.01%
169
274
$4K ﹤0.01%
25
275
$4K ﹤0.01%
20
9 10
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12 13