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
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.29M
3
+$7.62M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$6.82M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$5.73M

Top Sells

1
+$7.03M
2
+$5.78M
3
+$3.41M
4
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.86M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.74M

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$27K ﹤0.01%
500
252
$27K ﹤0.01%
450
253
$27K ﹤0.01%
121
254
$27K ﹤0.01%
+448
255
$26K ﹤0.01%
200
256
$26K ﹤0.01%
333
257
$26K ﹤0.01%
150
258
$25K ﹤0.01%
+390
259
$25K ﹤0.01%
400
260
$24K ﹤0.01%
+102
261
$24K ﹤0.01%
200
262
$24K ﹤0.01%
879
263
$24K ﹤0.01%
+533
264
$24K ﹤0.01%
+519
265
$23K ﹤0.01%
720
266
$23K ﹤0.01%
400
267
$23K ﹤0.01%
262
268
$23K ﹤0.01%
350
269
$22K ﹤0.01%
+500
270
$22K ﹤0.01%
+249
271
$21K ﹤0.01%
410
272
$21K ﹤0.01%
+665
273
$21K ﹤0.01%
700
274
$21K ﹤0.01%
200
275
$21K ﹤0.01%
600
9 10
11
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