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
176
$51K 0.01%
2,500
177
$51K 0.01%
400
178
$50K 0.01%
1,000
179
$49K 0.01%
400
180
$47K 0.01%
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181
$45K 0.01%
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182
$45K 0.01%
922
183
$45K 0.01%
412
184
$44K 0.01%
518
185
$41K 0.01%
750
186
$40K 0.01%
+1,000
187
$40K 0.01%
5,000
188
$38K 0.01%
428
189
$37K 0.01%
500
190
$37K 0.01%
600
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191
$35K 0.01%
550
192
$34K 0.01%
351
193
$33K 0.01%
479
194
$32K 0.01%
400
195
$32K 0.01%
531
196
$32K 0.01%
600
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$29K ﹤0.01%
348
198
$29K ﹤0.01%
912
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199
$29K ﹤0.01%
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200
$29K ﹤0.01%
325
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