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
51
$4.37M 0.47%
199,677
+12,543
52
$4.36M 0.47%
+177,775
53
$3.89M 0.42%
24,740
+850
54
$3.66M 0.39%
26,311
+5,850
55
$2.74M 0.29%
122,220
+70,945
56
$2.64M 0.28%
23,610
-845
57
$2.51M 0.27%
11,838
-469
58
$2.47M 0.27%
17,895
-490
59
$2.38M 0.26%
60,175
60
$2.36M 0.25%
46,370
-1,160
61
$2.3M 0.25%
26,900
62
$2.07M 0.22%
91,590
+88,090
63
$2.03M 0.22%
23,140
64
$1.88M 0.2%
12,700
+275
65
$1.76M 0.19%
4,714
+212
66
$1.74M 0.19%
10,355
-335
67
$1.67M 0.18%
7,489
+500
68
$1.51M 0.16%
32,398
-1,285
69
$1.25M 0.13%
23,217
-4
70
$1.23M 0.13%
7,580
71
$1.2M 0.13%
12,887
72
$1.12M 0.12%
40,600
73
$1.03M 0.11%
8,113
+100
74
$1.01M 0.11%
4,362
+200
75
$1M 0.11%
5,700
-100
1 2
3
4 5