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AP

Atwood & Palmer Portfolio holdings

AUM $1.77B
1-Year Est. Return 24.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.22%
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
301
– –
-200
302
$0 ﹤0.01%
11
303
– –
-3,700
304
– –
0
305
$0 ﹤0.01%
20
306
– –
-50
307
– –
-57
308
– –
-224
309
– –
-9
310
$0 ﹤0.01%
3
311
– –
-80
312
$0 ﹤0.01%
2
313
$0 ﹤0.01%
19
314
– –
-7
315
– –
-2,226
316
– –
-200
317
$0 ﹤0.01%
50
318
– –
-300
319
$0 ﹤0.01%
5
-1
320
– –
-20
9 10 11 12
13