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
101
$471K 0.05%
2,846
102
$470K 0.05%
11,631
103
$468K 0.05%
9,295
+8,345
104
$467K 0.05%
2,400
-150
105
$458K 0.05%
5,500
106
$446K 0.05%
5,681
+1,050
107
$435K 0.05%
1,650
+150
108
$421K 0.05%
5,089
+289
109
$411K 0.04%
5,616
110
$410K 0.04%
6,426
-118
111
$403K 0.04%
1,070
+400
112
$401K 0.04%
3,662
113
$397K 0.04%
13,092
114
$380K 0.04%
4,500
-250
115
$379K 0.04%
1,387
116
$371K 0.04%
2,050
117
$368K 0.04%
979
+129
118
$363K 0.04%
5,320
+320
119
$348K 0.04%
6,425
-400
120
$340K 0.04%
9,025
121
$336K 0.04%
11,121
+643
122
$321K 0.03%
4,000
123
$315K 0.03%
6,013
124
$310K 0.03%
2,625
+922
125
$305K 0.03%
4,512
3 4
5
6 7