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
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.29M
3
+$7.62M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$6.82M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$5.73M

Top Sells

1
+$7.03M
2
+$5.78M
3
+$3.41M
4
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.86M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.74M

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$20K ﹤0.01%
130
277
$20K ﹤0.01%
+680
278
$20K ﹤0.01%
+402
279
$20K ﹤0.01%
225
280
$19K ﹤0.01%
70
281
$19K ﹤0.01%
125
282
$19K ﹤0.01%
525
283
$19K ﹤0.01%
125
284
$18K ﹤0.01%
1,057
285
$18K ﹤0.01%
104
+85
286
$18K ﹤0.01%
800
287
$17K ﹤0.01%
200
288
$16K ﹤0.01%
+330
289
$16K ﹤0.01%
+149
290
$16K ﹤0.01%
50
291
$16K ﹤0.01%
113
292
$15K ﹤0.01%
+100
293
$15K ﹤0.01%
300
294
$15K ﹤0.01%
500
295
$15K ﹤0.01%
+282
296
$15K ﹤0.01%
302
297
$15K ﹤0.01%
+222
298
$14K ﹤0.01%
+100
299
$14K ﹤0.01%
146
300
$14K ﹤0.01%
500
10 11
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