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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.01%
479
227
$33K 0.01%
428
228
$32K 0.01%
445
229
$32K 0.01%
263
230
$31K 0.01%
615
231
$31K 0.01%
1,500
232
$31K 0.01%
1,000
233
$31K 0.01%
500
234
$30K 0.01%
155
235
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253
236
$30K 0.01%
1,925
237
$29K 0.01%
375
238
$29K 0.01%
800
239
$29K 0.01%
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240
$28K 0.01%
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241
$28K 0.01%
246
242
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243
$28K 0.01%
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244
$27K 0.01%
524
245
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246
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247
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351
248
$26K ﹤0.01%
712
249
$25K ﹤0.01%
83
+1
250
$25K ﹤0.01%
436
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10
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