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
1
$42.3M 4.55%
186,163
-14,994
2
$34.3M 3.68%
910,544
+24,469
3
$33.1M 3.55%
1,037,199
+29,134
4
$29.3M 3.15%
62,952
+344
5
$29.3M 3.14%
82,034
-1,284
6
$28.8M 3.1%
81,252
-50
7
$27.1M 2.91%
139,517
-6,493
8
$26.2M 2.82%
113,176
+575
9
$26M 2.79%
1,285,735
-18,195
10
$25.3M 2.71%
288,480
-4,180
11
$25.2M 2.7%
190,858
+6,581
12
$24.5M 2.63%
547,575
+7,633
13
$23M 2.47%
154,090
+668
14
$22.4M 2.41%
308,078
-1,825
15
$21.7M 2.33%
163,703
+2,346
16
$20.9M 2.25%
160,582
-620
17
$20.7M 2.22%
410,149
+11,810
18
$20M 2.15%
374,753
+14,586
19
$19.6M 2.1%
386,803
+23,658
20
$18.2M 1.95%
351,678
-450
21
$17.6M 1.89%
679,897
-67,122
22
$17.6M 1.89%
460,860
+25,107
23
$17.3M 1.86%
348,129
+7,063
24
$16.9M 1.81%
72,150
+870
25
$16.8M 1.81%
610,769
+14,297
1
2 3 4 5