AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
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
+$15.9M
2
+$8.31M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.98M
2
+$7.15M
3
+$7.03M
4
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$6.81M
5
BSJJ
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
+$6.78M

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
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$0 ﹤0.01%
50
305
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307
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308
$0 ﹤0.01%
5
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309
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310
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11
311
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-3,700
312
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313
$0 ﹤0.01%
20
314
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-50
315
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-57
316
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-224
317
$0 ﹤0.01%
3
318
$0 ﹤0.01%
2
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$0 ﹤0.01%
19
320
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9 10 11 12
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