AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
-$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.5M
3
+$9.97M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.18M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$9.15M

Top Sells

1
+$10.1M
2
+$8.83M
3
+$8.48M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$7.96M
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$5.68M

Sector Composition

1 Healthcare 17.32%
2 Technology 17.15%
3 Financials 11.34%
4 Industrials 10.78%
5 Consumer Discretionary 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$24K ﹤0.01%
879
252
$24K ﹤0.01%
570
253
$24K ﹤0.01%
701
254
$23K ﹤0.01%
300
255
$23K ﹤0.01%
77
256
$23K ﹤0.01%
290
257
$23K ﹤0.01%
468
258
$22K ﹤0.01%
1,400
259
$22K ﹤0.01%
302
260
$22K ﹤0.01%
200
261
$22K ﹤0.01%
6,100
262
$21K ﹤0.01%
600
263
$21K ﹤0.01%
10
264
$21K ﹤0.01%
1,300
265
$21K ﹤0.01%
+583
266
$21K ﹤0.01%
200
267
$20K ﹤0.01%
1,000
268
$20K ﹤0.01%
2,512
269
$20K ﹤0.01%
500
270
$20K ﹤0.01%
60
-454
271
$19K ﹤0.01%
85
272
$18K ﹤0.01%
1,000
273
$18K ﹤0.01%
145
-125
274
$18K ﹤0.01%
1,192
275
$17K ﹤0.01%
550
9 10
11
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