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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.5M 0.27%
28,545
-1,400
52
$1.44M 0.26%
40,457
-4,185
53
$1.42M 0.26%
31,040
-1,880
54
$1.28M 0.23%
12,211
55
$1.27M 0.23%
23,027
-6,049
56
$1.21M 0.22%
17,900
57
$1.1M 0.2%
15,993
58
$1.06M 0.19%
6,657
-243
59
$1M 0.18%
+20,000
60
$979K 0.18%
10,700
61
$977K 0.18%
13,550
62
$960K 0.17%
4,293
63
$958K 0.17%
24,492
-3
64
$930K 0.17%
100,000
65
$821K 0.15%
13,487
66
$805K 0.14%
13,770
67
$785K 0.14%
32,350
+18,350
68
$714K 0.13%
41,910
-2,040
69
$693K 0.12%
5,891
70
$684K 0.12%
4,194
+395
71
$648K 0.12%
21,015
-10,646
72
$563K 0.1%
18,836
73
$524K 0.09%
5,000
74
$523K 0.09%
6,066
75
$502K 0.09%
13,055
1 2
3
4 5