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
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$366K
3
+$359K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$276K

Top Sells

1
+$11.4M
2
+$4.13M
3
+$1.77M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.55M
5
ON icon
ON Semiconductor
ON
+$1.31M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4K ﹤0.01%
25
277
$4K ﹤0.01%
169
278
$4K ﹤0.01%
2,800
279
$3K ﹤0.01%
20
280
$3K ﹤0.01%
845
281
$3K ﹤0.01%
223
282
$2K ﹤0.01%
20
283
$2K ﹤0.01%
44
284
$2K ﹤0.01%
56
285
$1K ﹤0.01%
97
286
$1K ﹤0.01%
16
-61
287
$1K ﹤0.01%
50
288
$1K ﹤0.01%
5
289
$1K ﹤0.01%
19
290
$1K ﹤0.01%
300
291
$1K ﹤0.01%
10
292
$1K ﹤0.01%
15
293
– –
-2,120
294
$0 ﹤0.01%
3
295
– –
-17,741
296
– –
-13,592
297
– –
-60
298
– –
-5,676
299
– –
-200
300
$0 ﹤0.01%
20
9 10 11
12
13