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
$742M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$8.32M
3
+$5.46M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.14M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$3.3M

Top Sells

1
+$7.99M
2
+$6.8M
3
+$6.78M
4
BERY
Berry Global Group, Inc.
BERY
+$6.57M
5
XYZ
Block Inc
XYZ
+$6.47M

Sector Composition

1 Technology 20.78%
2 Financials 15.42%
3 Industrials 10.09%
4 Healthcare 9.79%
5 Consumer Discretionary 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$315K 0.04%
5,000
102
$310K 0.04%
+4,830
103
$304K 0.04%
1,800
104
$294K 0.04%
1,500
105
$293K 0.04%
3,500
106
$293K 0.04%
18,500
107
$291K 0.04%
1,500
108
$289K 0.04%
+6,428
109
$281K 0.04%
3,000
110
$274K 0.04%
7,200
-1,342
111
$271K 0.04%
5,940
112
$271K 0.04%
6,013
113
$267K 0.04%
4,000
114
$267K 0.04%
8,250
+8,000
115
$263K 0.04%
5,616
116
$263K 0.04%
882
-82
117
$239K 0.03%
2,184
118
$229K 0.03%
1,287
119
$222K 0.03%
1,315
120
$211K 0.03%
2,120
-375
121
$207K 0.03%
4,742
122
$204K 0.03%
3,666
123
$202K 0.03%
1,800
124
$200K 0.03%
1,452
125
$196K 0.03%
1,703
3 4
5
6 7