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
326
$7K ﹤0.01%
221
327
$7K ﹤0.01%
+902
328
$7K ﹤0.01%
75
329
$7K ﹤0.01%
640
330
$7K ﹤0.01%
+680
331
$7K ﹤0.01%
25
332
$7K ﹤0.01%
131
333
$6K ﹤0.01%
50
334
$6K ﹤0.01%
236
335
$6K ﹤0.01%
2,000
-800
336
$6K ﹤0.01%
80
337
$6K ﹤0.01%
2,500
338
$6K ﹤0.01%
200
339
$6K ﹤0.01%
250
340
$6K ﹤0.01%
25
341
$5K ﹤0.01%
739
342
$5K ﹤0.01%
236
-496
343
$5K ﹤0.01%
25
344
$5K ﹤0.01%
+31
345
$5K ﹤0.01%
20
346
$5K ﹤0.01%
750
347
$5K ﹤0.01%
140
348
$4K ﹤0.01%
30
349
$4K ﹤0.01%
200
350
$4K ﹤0.01%
25
12 13
14
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