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
151
$150K 0.02%
1,395
-100
152
$149K 0.02%
+617
153
$148K 0.02%
7,200
154
$148K 0.02%
4,725
-10,710
155
$144K 0.02%
6,362
156
$141K 0.02%
675
-100
157
$139K 0.01%
620
158
$136K 0.01%
2,063
159
$133K 0.01%
265
160
$131K 0.01%
6,700
161
$127K 0.01%
5,000
162
$123K 0.01%
1,348
163
$120K 0.01%
5,000
164
$120K 0.01%
9,200
+3,200
165
$117K 0.01%
2,550
166
$114K 0.01%
1,000
167
$110K 0.01%
1,100
168
$105K 0.01%
3,075
169
$103K 0.01%
1,432
170
$103K 0.01%
1,811
171
$102K 0.01%
468
172
$96K 0.01%
1,636
173
$94K 0.01%
1,200
174
$91K 0.01%
+1,059
175
$91K 0.01%
+775
5 6
7
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