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
351
$3K ﹤0.01%
140
352
$3K ﹤0.01%
500
-5
353
$2K ﹤0.01%
20
354
$2K ﹤0.01%
300
355
$2K ﹤0.01%
202
356
$2K ﹤0.01%
19
357
$2K ﹤0.01%
+48
358
$2K ﹤0.01%
845
359
$2K ﹤0.01%
+39
360
$2K ﹤0.01%
169
361
$2K ﹤0.01%
5
362
$1K ﹤0.01%
50
363
$1K ﹤0.01%
223
364
$1K ﹤0.01%
5
365
$1K ﹤0.01%
+21
366
$1K ﹤0.01%
50
367
$1K ﹤0.01%
16
368
$1K ﹤0.01%
+4
369
– –
-15
370
– –
-2
371
$0 ﹤0.01%
2
372
– –
-43
373
– –
-112
374
– –
-580
375
$0 ﹤0.01%
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