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
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$370K
2
+$368K
3
+$358K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$274K

Top Sells

1
+$9.95M
2
+$3.88M
3
+$1.64M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.45M
5
ON icon
ON Semiconductor
ON
+$1.14M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$0 ﹤0.01%
8
-208
302
– –
0
303
$0 ﹤0.01%
20
304
– –
-200
305
– –
-5,676
306
– –
-120
307
– –
-13,592
308
– –
-17,741
309
$0 ﹤0.01%
3
310
– –
-2,120
9 10 11 12
13