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
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$366K
3
+$359K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$276K

Top Sells

1
+$11.4M
2
+$4.13M
3
+$1.77M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.55M
5
ON icon
ON Semiconductor
ON
+$1.31M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 1.45%
183,982
-6,708
27
$10.7M 1.37%
204,866
-7,150
28
$9.13M 1.17%
34,409
-15,563
29
$8.61M 1.11%
366,573
-8,450
30
$8.38M 1.08%
68,045
-2,176
31
$8.06M 1.04%
378,777
-3,525
32
$8.05M 1.03%
58,515
33
$8.04M 1.03%
378,677
+9,261
34
$7.81M 1%
197,058
-5,973
35
$6.8M 0.87%
284,036
-3,400
36
$6.79M 0.87%
62,730
-316
37
$6.6M 0.85%
45,306
38
$6.5M 0.84%
206,016
-2,218
39
$5.56M 0.71%
46,428
-1,475
40
$5.37M 0.69%
249,557
+16,677
41
$3.97M 0.51%
160,886
+7,552
42
$3.97M 0.51%
18,167
43
$3.46M 0.44%
23,690
44
$3.08M 0.4%
144,576
+14,001
45
$2.94M 0.38%
60,175
-10,850
46
$2.65M 0.34%
26,440
-85
47
$2.55M 0.33%
35,090
-115
48
$2.53M 0.32%
20,236
49
$2.46M 0.32%
17,722
-55
50
$2.38M 0.31%
28,260
-405
1
2
3 4 5