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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.6M
3
+$4.74M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.49M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.31M

Top Sells

1
+$5.62M
2
+$4.66M
3
+$4.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.74M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
200
277
$3K ﹤0.01%
750
278
$3K ﹤0.01%
+32
279
$3K ﹤0.01%
100
280
$2K ﹤0.01%
100
281
$2K ﹤0.01%
90
282
$2K ﹤0.01%
+29
283
$2K ﹤0.01%
+18
284
$2K ﹤0.01%
13
285
$2K ﹤0.01%
132
-868
286
$1K ﹤0.01%
20
287
$1K ﹤0.01%
50
288
$1K ﹤0.01%
10
289
$1K ﹤0.01%
+16
290
$1K ﹤0.01%
800
291
$1K ﹤0.01%
9
292
$1K ﹤0.01%
+57
293
$1K ﹤0.01%
20
294
$1K ﹤0.01%
50
295
$1K ﹤0.01%
9
296
– –
-300
297
– –
-81
298
– –
-329
299
– –
-75
300
– –
-150
10 11
12
13 14