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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.6M
3
+$4.74M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.49M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.31M

Top Sells

1
+$5.62M
2
+$4.66M
3
+$4.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.74M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.53M 1.52%
448,701
+73,812
27
$8.48M 1.36%
330,129
-34,594
28
$8.14M 1.3%
278,105
+1,280
29
$8.05M 1.29%
379,335
+151,546
30
$7.99M 1.28%
326,133
+173,374
31
$6.98M 1.12%
308,414
-30,823
32
$6.91M 1.1%
162,960
-6,080
33
$6.11M 0.98%
285,492
+209,932
34
$5.54M 0.89%
224,823
+192,473
35
$5.04M 0.81%
38,275
-608
36
$4.53M 0.72%
48,656
-459
37
$4.37M 0.7%
88,976
-1,045
38
$3.88M 0.62%
47,300
-2,220
39
$3.69M 0.59%
29,649
+662
40
$3.35M 0.54%
66,755
+46,755
41
$2.88M 0.46%
39,400
-400
42
$2.72M 0.43%
18,509
+1,500
43
$2.64M 0.42%
109,878
+11,775
44
$2.21M 0.35%
24,636
+2,000
45
$2.16M 0.35%
41,957
-6,300
46
$1.94M 0.31%
36,820
-52,046
47
$1.91M 0.3%
62,275
-71,083
48
$1.84M 0.29%
20,860
-733
49
$1.83M 0.29%
11,181
-100
50
$1.83M 0.29%
30,365
+29,700
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