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
126
$191K 0.02%
2,372
127
$189K 0.02%
6,700
128
$181K 0.02%
12,480
129
$178K 0.02%
1,490
130
$174K 0.02%
6,004
131
$172K 0.02%
2,757
132
$172K 0.02%
10,234
133
$169K 0.02%
1,164
134
$168K 0.02%
570
135
$167K 0.02%
867
136
$157K 0.02%
6,001
+1,251
137
$154K 0.02%
2,500
138
$151K 0.02%
1,558
139
$148K 0.02%
2,594
140
$148K 0.02%
500
141
$147K 0.02%
2,063
142
$146K 0.02%
1,500
143
$140K 0.02%
775
144
$138K 0.02%
6,362
145
$134K 0.02%
3,000
146
$130K 0.02%
1,432
147
$123K 0.02%
1,348
148
$120K 0.02%
6,314
149
$120K 0.02%
409
150
$119K 0.02%
2,460
4 5
6
7 8