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
$626M
AUM Growth
+$69.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
359
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$20.6M
3
+$4.74M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$4.49M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$4.31M

Top Sells

1
+$5.62M
2
+$4.66M
3
+$4.56M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.74M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.18M

Sector Composition

1 Technology 23.33%
2 Healthcare 14.26%
3 Financials 13.74%
4 Industrials 6.65%
5 Consumer Discretionary 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$282K 0.05%
3,500
102
$281K 0.04%
2,348
103
$275K 0.04%
4,800
104
$273K 0.04%
3,350
-2,150
105
$269K 0.04%
18,500
-125
106
$251K 0.04%
5,675
-218
107
$250K 0.04%
2,700
-54
108
$245K 0.04%
2,250
109
$238K 0.04%
1,490
+38
110
$237K 0.04%
7,890
-4,221
111
$229K 0.04%
1,500
112
$222K 0.04%
1,962
-452
113
$218K 0.03%
2,126
114
$214K 0.03%
6,296
115
$211K 0.03%
9,000
-500
116
$210K 0.03%
5,300
117
$209K 0.03%
8,485
118
$191K 0.03%
700
119
$186K 0.03%
4,881
120
$185K 0.03%
3,136
-506
121
$185K 0.03%
4,928
122
$182K 0.03%
12,780
123
$178K 0.03%
1,500
124
$165K 0.03%
11,263
125
$162K 0.03%
1,366
-25
3 4
5
6 7