AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+0.1%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$553M
AUM Growth
-$9.21M
(-1.6%)
Cap. Flow
-$6.16M
Cap. Flow
% of AUM
-1.11%
Top 10 Holdings %
Top 10 Hldgs %
35.42%
Holding
331
New
7
Increased
36
Reduced
56
Closed
19
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$706K |
| 2 |
Novo Nordisk
NVO
|
$589K |
| 3 |
LKQ Corp
LKQ
|
$536K |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$462K |
| 5 |
GE Aerospace
GE
|
$452K |
Top Sells
| 1 |
Oracle
ORCL
|
$1.98M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$1.95M |
| 3 |
Allstate
ALL
|
$1.76M |
| 4 |
Highwoods Properties
HIW
|
$1.23M |
| 5 |
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
|
$959K |
Sector Composition
| 1 | Technology | 21.95% |
| 2 | Healthcare | 19.43% |
| 3 | Financials | 12.32% |
| 4 | Industrials | 7.2% |
| 5 | Communication Services | 4.53% |
