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
151
$96K 0.02%
4,146
+3,000
152
$95K 0.02%
400
153
$91K 0.01%
1,000
154
$89K 0.01%
1,100
155
$88K 0.01%
770
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156
$85K 0.01%
508
-9
157
$85K 0.01%
1,607
158
$84K 0.01%
3,128
159
$84K 0.01%
741
160
$80K 0.01%
+1,000
161
$78K 0.01%
1,527
162
$73K 0.01%
868
163
$73K 0.01%
2,892
164
$73K 0.01%
+2,500
165
$72K 0.01%
1,508
166
$71K 0.01%
538
-62
167
$71K 0.01%
1,079
-3,400
168
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1,425
169
$69K 0.01%
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170
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171
$60K 0.01%
763
172
$59K 0.01%
1,500
+1,000
173
$57K 0.01%
1,050
174
$56K 0.01%
930
175
$51K 0.01%
2,361
5 6
7
8 9