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
51
$1.72M 0.27%
50,095
+49,525
52
$1.71M 0.27%
62,340
+4,885
53
$1.67M 0.27%
+64,445
54
$1.6M 0.26%
6,772
+2,479
55
$1.43M 0.23%
13,999
-6,875
56
$1.36M 0.22%
12,130
-81
57
$1.28M 0.21%
74,884
-327,852
58
$1.28M 0.2%
7,699
+1,042
59
$1.28M 0.2%
17,900
60
$1.27M 0.2%
22,894
-133
61
$1.24M 0.2%
+58,825
62
$1.21M 0.19%
10,700
63
$1.13M 0.18%
15,993
64
$1.12M 0.18%
29,491
+4,999
65
$927K 0.15%
13,550
66
$812K 0.13%
15,375
-13,170
67
$800K 0.13%
100,000
68
$783K 0.13%
13,287
-200
69
$763K 0.12%
+30,525
70
$750K 0.12%
23,123
+2,108
71
$738K 0.12%
13,570
-200
72
$704K 0.11%
4,226
+32
73
$630K 0.1%
10,701
+2,381
74
$621K 0.1%
7,066
+1,000
75
$618K 0.1%
7,619
-57,501
1 2
3
4 5