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
126
$136K 0.02%
1,539
127
$128K 0.02%
1,667
128
$128K 0.02%
1,164
129
$126K 0.02%
1,079
130
$121K 0.02%
1,600
131
$120K 0.02%
6,200
-11,000
132
$118K 0.02%
150
133
$112K 0.02%
2,010
134
$105K 0.02%
2,500
135
– –
0
136
$102K 0.02%
867
137
$102K 0.02%
3,536
138
$102K 0.02%
982
139
$101K 0.02%
889
140
$98K 0.02%
1,000
141
$97K 0.02%
16,000
142
$93K 0.02%
400
-75
143
$93K 0.02%
1,607
144
$91K 0.02%
6,072
+1,000
145
$89K 0.02%
1,685
146
$83K 0.01%
517
147
$83K 0.01%
1,100
148
$83K 0.01%
3,128
149
$78K 0.01%
741
-333
150
$74K 0.01%
1,527
+1,000
4 5
6
7 8