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
$931M
AUM Growth
+$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$9.29M
3
+$7.62M
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$6.82M
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$5.73M

Top Sells

1
+$7.03M
2
+$5.78M
3
+$3.41M
4
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
+$1.86M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.74M

Sector Composition

1 Technology 15.66%
2 Financials 13.27%
3 Industrials 12.61%
4 Healthcare 12.57%
5 Consumer Discretionary 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
25
302
$14K ﹤0.01%
5,000
303
$14K ﹤0.01%
500
304
$14K ﹤0.01%
146
305
$14K ﹤0.01%
+100
306
$13K ﹤0.01%
155
307
$13K ﹤0.01%
+250
308
$12K ﹤0.01%
+261
309
$11K ﹤0.01%
200
310
$11K ﹤0.01%
163
311
$11K ﹤0.01%
643
312
$11K ﹤0.01%
238
313
$10K ﹤0.01%
39
314
$10K ﹤0.01%
+150
315
$9K ﹤0.01%
160
316
$9K ﹤0.01%
+80
317
$9K ﹤0.01%
100
318
$9K ﹤0.01%
75
319
$9K ﹤0.01%
570
-80
320
$9K ﹤0.01%
400
321
$9K ﹤0.01%
600
322
$8K ﹤0.01%
1,000
323
$8K ﹤0.01%
30
324
$8K ﹤0.01%
280
325
$8K ﹤0.01%
134
11 12
13
14 15