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
$375M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.45M
3
+$4.35M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$4.28M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$4.26M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$9.63M
4
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
+$8.62M
5
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
+$7.81M

Sector Composition

1 Technology 17.3%
2 Healthcare 13.77%
3 Financials 9.32%
4 Energy 6.66%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.01%
+400
227
$23K 0.01%
+500
228
$23K 0.01%
+920
229
$23K 0.01%
+755
230
$23K 0.01%
+377
231
$23K 0.01%
+184
232
$23K 0.01%
+1,146
233
$23K 0.01%
+900
234
$22K 0.01%
+490
235
$21K 0.01%
+372
236
$21K 0.01%
+200
237
$20K 0.01%
+700
238
$20K 0.01%
+250
239
$20K 0.01%
+2,550
240
$20K 0.01%
+1,332
241
$19K 0.01%
+67
242
$19K 0.01%
+750
243
$17K ﹤0.01%
+100
244
$17K ﹤0.01%
+85
245
$16K ﹤0.01%
+420
246
$16K ﹤0.01%
+351
247
$15K ﹤0.01%
+1,057
248
$15K ﹤0.01%
+150
249
$15K ﹤0.01%
+400
250
$15K ﹤0.01%
+189
8 9
10
11 12