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
126
$155K 0.02%
1,710
-100
127
$154K 0.02%
651
+566
128
$145K 0.02%
3,270
+2,000
129
$143K 0.02%
1,164
130
$141K 0.02%
1,813
+1,200
131
$140K 0.02%
1,539
132
$140K 0.02%
2,150
+2,000
133
$132K 0.02%
16,000
134
$131K 0.02%
3,333
+2,203
135
$130K 0.02%
2,667
+2,000
136
$129K 0.02%
6,072
137
$123K 0.02%
1,600
138
$122K 0.02%
6,200
139
$114K 0.02%
2,721
+221
140
$111K 0.02%
1,750
-167
141
$110K 0.02%
+8,929
142
$109K 0.02%
867
143
$109K 0.02%
1,860
-150
144
$108K 0.02%
150
145
$106K 0.02%
1,367
-300
146
$105K 0.02%
969
+688
147
$102K 0.02%
962
-20
148
$101K 0.02%
+727
149
– –
0
150
$97K 0.02%
1,685
4 5
6
7 8