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
26
$16.4M 1.76%
+325,676
27
$15.9M 1.71%
485,828
+9,225
28
$14.8M 1.58%
137,746
+10,121
29
$12.4M 1.33%
180,262
+17,001
30
$12.3M 1.32%
53,505
+3,316
31
$12.1M 1.29%
207,011
+1,897
32
$10.7M 1.15%
222,984
+3,615
33
$9.5M 1.02%
38,805
+1,170
34
$9.4M 1.01%
58,561
+851
35
$9.29M 1%
+241,361
36
$8.99M 0.96%
385,068
+292,249
37
$8.93M 0.96%
515,718
+31,800
38
$8.45M 0.91%
332,757
+300,219
39
$8.21M 0.88%
202,938
-2,090
40
$7.76M 0.83%
31,798
-76
41
$7.73M 0.83%
57,315
42
$7.68M 0.82%
332,471
+150,694
43
$7.23M 0.78%
275,364
-70,918
44
$7.18M 0.77%
44,356
-750
45
$7.06M 0.76%
332,705
-65,186
46
$7.04M 0.76%
37,261
+1,435
47
$6.87M 0.74%
22,530
+1,790
48
$6M 0.64%
240,845
+229,870
49
$5.64M 0.61%
259,262
-29,435
50
$5.04M 0.54%
18,986
+420
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