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
51
$2.38M 0.31%
9,853
52
$2.33M 0.3%
69,385
-230
53
$2.27M 0.29%
32,603
54
$2.04M 0.26%
34,433
55
$1.94M 0.25%
6,041
56
$1.85M 0.24%
26,900
57
$1.66M 0.21%
12,150
58
$1.51M 0.19%
22,600
59
$1.47M 0.19%
15,572
60
$1.38M 0.18%
56,327
+11,277
61
$1.29M 0.17%
24,306
-5
62
$1.1M 0.14%
12,887
63
$1.09M 0.14%
7,838
64
$1.04M 0.13%
10,425
+325
65
$1.04M 0.13%
6,601
66
$1.01M 0.13%
40,600
67
$995K 0.13%
16,436
68
$955K 0.12%
5,600
-1,500
69
$943K 0.12%
4,162
70
$893K 0.11%
13,916
+2,120
71
$865K 0.11%
23,279
72
$831K 0.11%
6,485
73
$702K 0.09%
32,700
+800
74
$679K 0.09%
13,600
75
$671K 0.09%
7,260
-800
1 2
3
4 5