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
201
$31K ﹤0.01%
2,263
202
$31K ﹤0.01%
200
203
$31K ﹤0.01%
650
204
$29K ﹤0.01%
879
205
$29K ﹤0.01%
333
206
$29K ﹤0.01%
1,050
207
$29K ﹤0.01%
150
208
$27K ﹤0.01%
5,000
209
$27K ﹤0.01%
484
210
$26K ﹤0.01%
175
-125
211
$26K ﹤0.01%
525
212
$26K ﹤0.01%
350
213
$25K ﹤0.01%
400
214
$24K ﹤0.01%
1,780
215
$23K ﹤0.01%
155
216
$23K ﹤0.01%
121
217
$23K ﹤0.01%
100
218
$22K ﹤0.01%
500
219
$22K ﹤0.01%
262
220
$22K ﹤0.01%
200
221
$20K ﹤0.01%
130
222
$19K ﹤0.01%
410
223
$19K ﹤0.01%
200
224
$19K ﹤0.01%
1,925
225
$19K ﹤0.01%
600
7 8
9
10 11