AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+1.04%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$1.12B
AUM Growth
+$7.63M
(+0.69%)
Cap. Flow
+$1.17M
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
447
New
31
Increased
84
Reduced
41
Closed
15
Top Buys
Top Sells
| 1 |
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
|
$5.11M |
| 2 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$4.68M |
| 3 |
Generac Holdings
GNRC
|
$1.2M |
| 4 |
Lockheed Martin
LMT
|
$863K |
| 5 |
United Rentals
URI
|
$614K |
Sector Composition
| 1 | Technology | 15.78% |
| 2 | Healthcare | 13.46% |
| 3 | Industrials | 12.3% |
| 4 | Financials | 12.27% |
| 5 | Consumer Discretionary | 5.45% |
