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
76
$497K 0.09%
4,311
77
$493K 0.09%
11,898
78
$461K 0.08%
6,312
79
$449K 0.08%
8,250
80
$414K 0.07%
5,000
81
$408K 0.07%
5,500
82
$403K 0.07%
8,000
83
$394K 0.07%
8,320
-12,699
84
$391K 0.07%
6,214
85
$388K 0.07%
12,111
-4,673
86
$359K 0.06%
5,781
87
$341K 0.06%
2,968
88
$339K 0.06%
2,783
89
$323K 0.06%
8,620
+1,060
90
$315K 0.06%
2,250
91
$313K 0.06%
4,800
92
$312K 0.06%
2,800
93
$308K 0.06%
4,479
+300
94
$303K 0.05%
11,200
95
$289K 0.05%
6,318
96
$289K 0.05%
13,082
97
$283K 0.05%
5,075
98
$267K 0.05%
18,625
99
$261K 0.05%
2,348
-12
100
$260K 0.05%
5,893
2 3
4
5 6