AP
Atwood & Palmer Portfolio holdings
AUM
$1.76B
1-Year Est. Return
23.73%
This Fund
S&P 500
1 Year Est. Return
+23.73%
AUM
$931M
AUM Growth
+$137M
(+17%)
Holding
398
Top Buys
| 1 | +$16.3M | |
| 2 | +$9.02M | |
| 3 | +$7.51M | |
| 4 |
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
|
+$6.77M |
| 5 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
+$5.65M |
Top Sells
| 1 | +$7.03M | |
| 2 | +$5.78M | |
| 3 | +$3.23M | |
| 4 |
DWFI
SPDR Dorsey Wright Fixed Income Allocation ETF
DWFI
|
+$1.79M |
| 5 |
Invesco Variable Rate Preferred ETF
VRP
|
+$1.7M |
Sector Composition
| 1 | Technology | 15.66% |
| 2 | Financials | 13.27% |
| 3 | Industrials | 12.61% |
| 4 | Healthcare | 12.57% |
| 5 | Consumer Discretionary | 5.52% |