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
126
$191K 0.03%
6,700
127
$191K 0.03%
5,250
128
$189K 0.03%
2,500
129
$180K 0.02%
1,071
130
$180K 0.02%
12,480
131
$179K 0.02%
1,372
-570
132
$178K 0.02%
+2,372
133
$172K 0.02%
867
134
$168K 0.02%
1,164
135
$168K 0.02%
+1,490
136
$166K 0.02%
+6,004
137
$164K 0.02%
570
138
$163K 0.02%
+10,234
139
$158K 0.02%
+2,757
140
$157K 0.02%
5,676
-220
141
$151K 0.02%
2,500
-100
142
$147K 0.02%
6,362
143
$143K 0.02%
9,600
-6,400
144
$143K 0.02%
3,202
145
$143K 0.02%
2,063
146
$142K 0.02%
+3,000
147
$139K 0.02%
+1,558
148
$139K 0.02%
+2,594
149
$135K 0.02%
1,432
150
$129K 0.02%
1,348
4 5
6
7 8