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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$973K
3
+$778K
4
GE icon
GE Aerospace
GE
+$774K
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$702K

Top Sells

1
+$6.43M
2
+$1.59M
3
+$601K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
VLO icon
Valero Energy
VLO
+$401K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44K 0.01%
604
177
$43K 0.01%
388
178
$43K 0.01%
150
179
$43K 0.01%
500
180
$42K 0.01%
400
181
$42K 0.01%
+412
182
$41K 0.01%
+1,130
183
$40K 0.01%
253
184
$39K 0.01%
1,560
185
$38K 0.01%
518
186
$37K 0.01%
750
187
$36K 0.01%
667
188
$36K 0.01%
1,844
189
$35K 0.01%
+665
190
$35K 0.01%
1,500
191
$35K 0.01%
550
-215
192
$35K 0.01%
675
193
$33K 0.01%
479
194
$33K 0.01%
428
195
$33K 0.01%
600
196
$31K 0.01%
531
-1,800
197
$30K 0.01%
281
198
$30K 0.01%
400
199
$30K 0.01%
1,000
200
$29K 0.01%
364
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8
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