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
$778M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
310
New
Increased
Reduced
Closed

Top Buys

1
+$368K
2
+$366K
3
+$359K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$298K
5
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$276K

Top Sells

1
+$11.4M
2
+$4.13M
3
+$1.77M
4
IFV icon
First Trust Dorsey Wright International Focus 5 ETF
IFV
+$1.55M
5
ON icon
ON Semiconductor
ON
+$1.31M

Sector Composition

1 Technology 21.96%
2 Financials 16.08%
3 Industrials 9.74%
4 Healthcare 9.32%
5 Consumer Discretionary 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55K 0.01%
376
-1,076
177
$54K 0.01%
300
178
$51K 0.01%
452
179
$51K 0.01%
700
180
$51K 0.01%
915
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181
$50K 0.01%
400
182
$50K 0.01%
1,000
183
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268
184
$49K 0.01%
150
185
$48K 0.01%
500
186
$47K 0.01%
300
187
$47K 0.01%
400
188
$46K 0.01%
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-550
189
$45K 0.01%
524
190
$45K 0.01%
922
191
$44K 0.01%
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192
$44K 0.01%
700
193
$42K 0.01%
652
194
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351
195
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$37K ﹤0.01%
400
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500
198
$35K ﹤0.01%
600
199
$35K ﹤0.01%
400
200
$32K ﹤0.01%
720
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