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AP
Atwood & Palmer Portfolio holdings
AUM
$1.77B
1-Year Est. Return
24.22%
This Fund
S&P 500
1 Year Est. Return
+24.22%
AUM
$1.01B
AUM Growth
-$17.6M
(-1.7%)
Holding
410
Top Buys
| 1 | +$14.8M | |
| 2 | +$11.5M | |
| 3 | +$9.97M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$9.18M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$9.15M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$8.83M | |
| 3 | +$8.48M | |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
+$7.96M |
| 5 |
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
|
+$5.68M |
Sector Composition
| 1 | Healthcare | 17.32% |
| 2 | Technology | 17.15% |
| 3 | Financials | 11.34% |
| 4 | Industrials | 10.78% |
| 5 | Consumer Discretionary | 5.06% |