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
201
$29K 0.01%
615
202
$28K 0.01%
610
203
$28K 0.01%
209
204
$28K 0.01%
1,500
205
$28K 0.01%
1,820
206
$28K 0.01%
325
207
$28K 0.01%
155
208
$27K ﹤0.01%
329
209
$27K ﹤0.01%
350
210
$26K ﹤0.01%
500
211
$26K ﹤0.01%
1,146
212
$26K ﹤0.01%
530
213
$26K ﹤0.01%
351
214
$24K ﹤0.01%
1,332
215
$24K ﹤0.01%
295
216
$24K ﹤0.01%
720
217
$24K ﹤0.01%
438
218
$24K ﹤0.01%
100
219
$24K ﹤0.01%
348
220
$23K ﹤0.01%
444
221
$22K ﹤0.01%
2,586
222
$22K ﹤0.01%
+879
223
$22K ﹤0.01%
+300
224
$22K ﹤0.01%
624
225
$21K ﹤0.01%
304
7 8
9
10 11