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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
11
327
$1K ﹤0.01%
9
328
$1K ﹤0.01%
20
329
$1K ﹤0.01%
50
330
$1K ﹤0.01%
1,010
331
$1K ﹤0.01%
9
332
– –
-222
333
$0 ﹤0.01%
7
334
– –
-4,900
335
– –
-45
336
– –
-1,168
337
– –
-172
338
– –
-1,047
339
– –
-137
340
– –
-7,215
341
– –
-800
342
– –
-266
343
– –
0
344
– –
-225
345
$0 ﹤0.01%
1
346
$0 ﹤0.01%
3
347
– –
-50
348
– –
-271
10 11 12 13
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