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
126
$298K 0.03%
18,500
127
$296K 0.03%
1,390
128
$286K 0.03%
2,150
129
$278K 0.03%
4,066
-500
130
$260K 0.03%
4,215
131
$243K 0.03%
8,250
132
$216K 0.02%
12,480
133
$213K 0.02%
1,032
134
$209K 0.02%
3,792
-6,695
135
$207K 0.02%
959
136
$204K 0.02%
1,164
137
$204K 0.02%
1,000
138
$200K 0.02%
4,742
139
$193K 0.02%
2,371
-1
140
$185K 0.02%
2,000
141
$180K 0.02%
2,594
142
$179K 0.02%
1,500
143
$179K 0.02%
1,568
+10
144
$177K 0.02%
1,490
145
$174K 0.02%
497
146
$165K 0.02%
2,800
147
$160K 0.02%
8,800
148
$152K 0.02%
5,940
149
$152K 0.02%
700
150
$151K 0.02%
1,765
4 5
6
7 8