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
176
$90K 0.01%
990
177
$90K 0.01%
615
+239
178
$89K 0.01%
850
+50
179
$86K 0.01%
700
180
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735
181
$86K 0.01%
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182
$84K 0.01%
500
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183
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912
184
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1,000
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185
$75K 0.01%
700
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186
$75K 0.01%
868
187
$69K 0.01%
1,580
188
$69K 0.01%
2,000
189
$69K 0.01%
3,100
190
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191
$66K 0.01%
559
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192
$65K 0.01%
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193
$65K 0.01%
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194
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195
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196
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500
197
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1,350
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198
$62K 0.01%
700
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199
$61K 0.01%
1,100
200
$61K 0.01%
300
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