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
101
$255K 0.05%
2,754
102
$252K 0.05%
2,414
103
$249K 0.04%
3,500
104
$240K 0.04%
5,387
105
$232K 0.04%
2,250
106
$232K 0.04%
4,131
107
$225K 0.04%
3,642
108
$217K 0.04%
1,452
109
$213K 0.04%
1,500
110
$200K 0.04%
9,500
+500
111
$199K 0.04%
700
112
$199K 0.04%
8,485
113
$199K 0.04%
5,300
114
$195K 0.04%
12,780
115
$189K 0.03%
1,636
116
$189K 0.03%
6,296
117
$185K 0.03%
11,263
118
$180K 0.03%
4,881
119
$180K 0.03%
2,126
120
$176K 0.03%
1,500
121
$170K 0.03%
4,928
122
$157K 0.03%
1,810
-75
123
$154K 0.03%
1,452
124
$152K 0.03%
1,391
125
$142K 0.03%
1,917
3 4
5
6 7