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
51
$2.21M 0.3%
+69,615
52
$2.12M 0.29%
28,665
+3,710
53
$1.98M 0.27%
26,900
54
$1.91M 0.26%
9,853
55
$1.91M 0.26%
34,433
-763
56
$1.79M 0.24%
6,041
+63
57
$1.67M 0.22%
12,150
58
$1.38M 0.19%
22,600
59
$1.34M 0.18%
15,572
-80
60
$1.28M 0.17%
23,887
-8,936
61
$1.19M 0.16%
38,548
-14,527
62
$1.15M 0.15%
7,100
-2,300
63
$1.1M 0.15%
24,311
64
$1.1M 0.15%
45,050
+21,550
65
$1.07M 0.14%
12,887
66
$1.01M 0.14%
10,100
-275
67
$970K 0.13%
40,600
68
$957K 0.13%
16,436
69
$922K 0.12%
7,838
-1,450
70
$918K 0.12%
6,601
-380
71
$902K 0.12%
6,485
72
$866K 0.12%
4,162
-383
73
$794K 0.11%
23,279
74
$700K 0.09%
8,060
-500
75
$684K 0.09%
+31,900
1 2
3
4 5