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
201
$39K 0.01%
+1,000
202
$37K 0.01%
400
-366
203
$37K 0.01%
300
-14,050
204
$37K 0.01%
970
205
$35K ﹤0.01%
600
206
$33K ﹤0.01%
200
207
$33K ﹤0.01%
720
208
$33K ﹤0.01%
500
209
$32K ﹤0.01%
650
210
$31K ﹤0.01%
2,263
211
$31K ﹤0.01%
1,100
212
$29K ﹤0.01%
5,000
213
$29K ﹤0.01%
350
214
$28K ﹤0.01%
879
215
$28K ﹤0.01%
351
216
$27K ﹤0.01%
484
217
$27K ﹤0.01%
400
218
$27K ﹤0.01%
1,000
219
$25K ﹤0.01%
525
220
$25K ﹤0.01%
400
221
$25K ﹤0.01%
600
222
$25K ﹤0.01%
150
223
$24K ﹤0.01%
333
224
$24K ﹤0.01%
155
225
$22K ﹤0.01%
262
7 8
9
10 11