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
101
$319K 0.04%
1,500
102
$317K 0.04%
4,830
103
$317K 0.04%
18,500
104
$314K 0.04%
5,616
105
$312K 0.04%
1,800
106
$311K 0.04%
6,428
107
$305K 0.04%
4,000
108
$304K 0.04%
3,500
109
$285K 0.04%
882
110
$272K 0.04%
7,200
111
$270K 0.03%
6,013
112
$264K 0.03%
1,287
113
$263K 0.03%
8,250
114
$252K 0.03%
5,940
115
$242K 0.03%
2,184
116
$238K 0.03%
4,742
117
$233K 0.03%
1,315
118
$224K 0.03%
3,666
119
$221K 0.03%
2,500
120
$210K 0.03%
2,250
-750
121
$199K 0.03%
5,200
-50
122
$198K 0.03%
1,800
123
$198K 0.03%
1,372
124
$194K 0.02%
1,703
125
$191K 0.02%
1,071
3 4
5
6 7