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
201
$28K ﹤0.01%
500
202
$28K ﹤0.01%
209
203
$27K ﹤0.01%
530
204
$27K ﹤0.01%
1,500
205
$27K ﹤0.01%
155
206
$26K ﹤0.01%
300
207
$26K ﹤0.01%
350
208
$25K ﹤0.01%
720
209
$24K ﹤0.01%
1,925
210
$23K ﹤0.01%
624
211
$23K ﹤0.01%
1,495
-97,695
212
$23K ﹤0.01%
100
213
$22K ﹤0.01%
879
214
$22K ﹤0.01%
300
215
$22K ﹤0.01%
2,586
216
$22K ﹤0.01%
356
+52
217
$21K ﹤0.01%
52
218
$21K ﹤0.01%
450
-30,590
219
$21K ﹤0.01%
484
220
$21K ﹤0.01%
125
-128
221
$20K ﹤0.01%
150
222
$20K ﹤0.01%
720
223
$20K ﹤0.01%
400
224
$20K ﹤0.01%
350
225
$19K ﹤0.01%
410
-200
7 8
9
10 11