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
376
– –
-117
377
– –
-116
378
– –
0
379
– –
-122
380
– –
-75
381
$0 ﹤0.01%
20
382
$0 ﹤0.01%
4
383
– –
-8
384
– –
-243
385
– –
-136
386
$0 ﹤0.01%
7
387
– –
-15
388
– –
-30
389
– –
-5
390
– –
-11
391
– –
-63
392
$0 ﹤0.01%
11
393
– –
-580
394
– –
-112
395
– –
-43
396
$0 ﹤0.01%
2
397
– –
-2
398
– –
-15
12 13 14 15
16