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
151
$127K 0.02%
1,500
152
$126K 0.02%
775
-925
153
$124K 0.02%
4,750
+2,650
154
$117K 0.02%
6,314
155
$116K 0.02%
500
-200
156
$112K 0.02%
300
157
$106K 0.01%
2,355
158
$106K 0.01%
2,550
159
$104K 0.01%
470
160
$103K 0.01%
800
-117
161
$100K 0.01%
2,460
162
$97K 0.01%
1,095
+697
163
$96K 0.01%
1,200
164
$94K 0.01%
3,185
-420
165
$92K 0.01%
855
166
$90K 0.01%
1,636
167
$90K 0.01%
+786
168
$89K 0.01%
1,100
169
$89K 0.01%
409
-110
170
$86K 0.01%
3,650
171
$86K 0.01%
560
172
$83K 0.01%
1,500
173
$81K 0.01%
1,100
174
$78K 0.01%
1,100
175
$75K 0.01%
2,000
-2,000
5 6
7
8 9