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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
250
277
$8K ﹤0.01%
158
278
$8K ﹤0.01%
504
279
$7K ﹤0.01%
280
280
$7K ﹤0.01%
500
281
$6K ﹤0.01%
75
282
$6K ﹤0.01%
54
283
$6K ﹤0.01%
68
284
$6K ﹤0.01%
27
285
$5K ﹤0.01%
+200
286
$5K ﹤0.01%
499
287
$5K ﹤0.01%
100
288
$5K ﹤0.01%
845
289
$5K ﹤0.01%
75
290
$5K ﹤0.01%
131
291
$5K ﹤0.01%
200
292
$5K ﹤0.01%
+60
293
$5K ﹤0.01%
100
294
$5K ﹤0.01%
123
295
$4K ﹤0.01%
135
296
$4K ﹤0.01%
67
297
$4K ﹤0.01%
134
298
$4K ﹤0.01%
+750
299
$4K ﹤0.01%
100
300
$4K ﹤0.01%
2,000
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