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
76
$665K 0.09%
2,800
77
$623K 0.08%
11,578
78
$606K 0.08%
8,000
79
$601K 0.08%
10,857
80
$584K 0.08%
10,887
-13,000
81
$579K 0.07%
11,631
82
$572K 0.07%
4,750
-200
83
$551K 0.07%
10,400
-2,000
84
$534K 0.07%
5,650
85
$506K 0.07%
15,000
86
$494K 0.06%
2,500
87
$473K 0.06%
6,894
88
$464K 0.06%
15,048
-23,500
89
$463K 0.06%
2,250
90
$461K 0.06%
13,092
91
$435K 0.06%
2,660
92
$419K 0.05%
4,750
93
$399K 0.05%
2,700
94
$391K 0.05%
4,600
95
$382K 0.05%
3,000
96
$378K 0.05%
2,854
97
$371K 0.05%
5,000
98
$363K 0.05%
6,925
-1,500
99
$362K 0.05%
4,931
100
$330K 0.04%
1,500
2 3
4
5 6