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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
67
302
$4K ﹤0.01%
135
303
$3K ﹤0.01%
100
-38
304
$3K ﹤0.01%
500
305
$3K ﹤0.01%
200
306
$3K ﹤0.01%
200
307
$3K ﹤0.01%
81
308
$3K ﹤0.01%
40
309
$3K ﹤0.01%
800
310
$3K ﹤0.01%
118
-180
311
$3K ﹤0.01%
34
312
$3K ﹤0.01%
300
313
$3K ﹤0.01%
70
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$3K ﹤0.01%
81
315
$2K ﹤0.01%
2
316
$2K ﹤0.01%
27
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$2K ﹤0.01%
13
318
$2K ﹤0.01%
32
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$2K ﹤0.01%
18
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$2K ﹤0.01%
24
321
$2K ﹤0.01%
+90
322
$2K ﹤0.01%
100
323
$1K ﹤0.01%
9
324
$1K ﹤0.01%
1,010
325
$1K ﹤0.01%
50
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