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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

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
301
– –
-7
302
$0 ﹤0.01%
2
303
– –
-2,226
304
– –
-200
305
$0 ﹤0.01%
50
306
– –
-130
307
– –
-200
308
– –
-300
309
$0 ﹤0.01%
5
-1
310
– –
-20
311
$0 ﹤0.01%
19
312
$0 ﹤0.01%
11
313
– –
-3,700
314
$0 ﹤0.01%
4
315
$0 ﹤0.01%
20
316
– –
-50
317
– –
-57
318
– –
-224
319
– –
-9
320
$0 ﹤0.01%
3
9 10 11 12
13