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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

Sector Composition

1 Technology 20.78%
2 Financials 15.42%
3 Industrials 10.09%
4 Healthcare 9.79%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.3M 1.66%
49,972
-316
27
$10.7M 1.44%
212,016
+1,591
28
$10.1M 1.36%
190,690
+1,025
29
$8.83M 1.19%
375,023
-339,291
30
$8.59M 1.16%
70,221
+651
31
$8.31M 1.12%
58,515
-64
32
$8.14M 1.1%
382,302
+10,441
33
$8.03M 1.08%
203,031
+1,149
34
$7.85M 1.06%
369,416
+155,441
35
$6.88M 0.93%
287,436
-6,474
36
$6.61M 0.89%
45,306
-300
37
$6.53M 0.88%
63,046
+786
38
$6.16M 0.83%
208,234
+22,375
39
$5.27M 0.71%
47,903
+391
40
$5M 0.67%
232,880
+192,730
41
$4.21M 0.57%
18,167
-109
42
$3.78M 0.51%
153,334
+14,034
43
$3.19M 0.43%
71,025
44
$3.06M 0.41%
23,690
-1,992
45
$2.78M 0.37%
130,575
+122,475
46
$2.52M 0.34%
20,236
47
$2.39M 0.32%
17,777
+997
48
$2.32M 0.31%
26,525
-1,600
49
$2.3M 0.31%
32,603
-640
50
$2.29M 0.31%
35,205
-15
1
2
3 4 5