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
201
$61K 0.01%
475
-175
202
$60K 0.01%
500
-1,300
203
$60K 0.01%
1,500
204
$58K 0.01%
1,355
205
$58K 0.01%
300
-260
206
$57K 0.01%
8,300
207
$54K 0.01%
351
208
$51K 0.01%
286
209
$51K 0.01%
400
210
$50K 0.01%
+2,664
211
$49K 0.01%
915
212
$48K 0.01%
1,144
213
$48K 0.01%
100
+25
214
$48K 0.01%
+1,635
215
$47K 0.01%
425
216
$46K ﹤0.01%
3,715
+452
217
$46K ﹤0.01%
+1,290
218
$46K ﹤0.01%
1,123
219
$45K ﹤0.01%
1,500
220
$45K ﹤0.01%
922
221
$44K ﹤0.01%
1,100
-500
222
$44K ﹤0.01%
+500
223
$43K ﹤0.01%
300
224
$42K ﹤0.01%
462
+111
225
$41K ﹤0.01%
+407
7 8
9
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