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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

Sector Composition

1 Technology 20.78%
2 Financials 15.42%
3 Industrials 10.09%
4 Healthcare 9.79%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
73
277
$5K ﹤0.01%
117
-117
278
$5K ﹤0.01%
131
-172,070
279
$4K ﹤0.01%
2,800
280
$4K ﹤0.01%
169
281
$4K ﹤0.01%
25
282
$4K ﹤0.01%
200
283
$4K ﹤0.01%
160
-675
284
$3K ﹤0.01%
+223
285
$3K ﹤0.01%
845
286
$3K ﹤0.01%
20
287
$3K ﹤0.01%
216
-2
288
$3K ﹤0.01%
20
289
$2K ﹤0.01%
300
290
$2K ﹤0.01%
56
291
$2K ﹤0.01%
+44
292
$2K ﹤0.01%
20
293
$1K ﹤0.01%
15
294
$1K ﹤0.01%
10
295
$1K ﹤0.01%
5
296
$1K ﹤0.01%
50
297
$1K ﹤0.01%
750
298
$1K ﹤0.01%
97
299
– –
-80
300
$0 ﹤0.01%
2
9 10 11
12
13