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
76
$977K 0.1%
13,657
77
$962K 0.1%
12,467
-3,225
78
$936K 0.1%
9,350
-1,275
79
$871K 0.09%
23,658
+379
80
$863K 0.09%
13,916
81
$813K 0.09%
2,800
82
$806K 0.09%
6,694
+209
83
$775K 0.08%
37,332
+28,482
84
$733K 0.08%
17,779
+222
85
$724K 0.08%
4,750
86
$701K 0.08%
10,832
+432
87
$688K 0.07%
15,000
88
$650K 0.07%
+12,800
89
$645K 0.07%
3,008
+300
90
$632K 0.07%
2,685
+60
91
$631K 0.07%
11,507
+650
92
$613K 0.07%
2,250
93
$591K 0.06%
14,408
+808
94
$538K 0.06%
2,000
+200
95
$524K 0.06%
8,226
96
$491K 0.05%
2,700
97
$483K 0.05%
+8,050
98
$481K 0.05%
2,653
+270
99
$477K 0.05%
3,000
100
$476K 0.05%
6,894
2 3
4
5 6