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
176
$74K 0.01%
868
177
$71K 0.01%
634
+100
178
$67K 0.01%
912
179
$65K 0.01%
2,000
180
$62K 0.01%
+2,104
181
$61K 0.01%
750
182
$61K 0.01%
1,811
183
$60K 0.01%
1,794
184
$52K 0.01%
1,100
185
$52K 0.01%
2,500
186
$49K 0.01%
452
187
$47K 0.01%
400
188
$47K 0.01%
300
-61
189
$47K 0.01%
400
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190
$46K 0.01%
268
191
$45K 0.01%
500
192
$45K 0.01%
922
193
$44K 0.01%
300
194
$43K 0.01%
652
195
$43K 0.01%
700
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196
$42K 0.01%
524
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197
$41K 0.01%
150
198
$40K 0.01%
700
199
$40K 0.01%
286
200
$40K 0.01%
1,500
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8
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