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
$556M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$877K
4
ENR icon
Energizer
ENR
+$843K
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$751K

Top Sells

1
+$6.43M
2
+$5.82M
3
+$5.5M
4
EPC icon
Edgewell Personal Care
EPC
+$901K
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$646K

Sector Composition

1 Technology 14.72%
2 Healthcare 13.32%
3 Financials 10.49%
4 Industrials 5.15%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K ﹤0.01%
800
-775
227
$26K ﹤0.01%
1,925
228
$26K ﹤0.01%
+300
229
$25K ﹤0.01%
577
230
$25K ﹤0.01%
375
231
$24K ﹤0.01%
500
232
$24K ﹤0.01%
304
233
$23K ﹤0.01%
+800
234
$23K ﹤0.01%
420
235
$23K ﹤0.01%
77
+36
236
$22K ﹤0.01%
+406
237
$21K ﹤0.01%
1,000
238
$21K ﹤0.01%
+209
239
$21K ﹤0.01%
+82
240
$21K ﹤0.01%
100
241
$21K ﹤0.01%
+287
242
$21K ﹤0.01%
720
243
$21K ﹤0.01%
500
244
$21K ﹤0.01%
+300
245
$20K ﹤0.01%
+146
246
$20K ﹤0.01%
1,000
247
$20K ﹤0.01%
512
+288
248
$20K ﹤0.01%
228
+128
249
$20K ﹤0.01%
544
250
$20K ﹤0.01%
400
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