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
$553M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$589K
3
+$536K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$462K
5
GE icon
GE Aerospace
GE
+$452K

Top Sells

1
+$1.98M
2
+$1.95M
3
+$1.76M
4
HIW icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
1,332
227
$20K ﹤0.01%
52
228
$19K ﹤0.01%
350
229
$18K ﹤0.01%
500
230
$18K ﹤0.01%
85
231
$17K ﹤0.01%
720
232
$17K ﹤0.01%
+202
233
$16K ﹤0.01%
262
234
$16K ﹤0.01%
178
235
$16K ﹤0.01%
304
236
$15K ﹤0.01%
100
237
$15K ﹤0.01%
187
238
$15K ﹤0.01%
540
-1,153
239
$15K ﹤0.01%
266
240
$15K ﹤0.01%
675
241
$14K ﹤0.01%
150
242
$14K ﹤0.01%
+1,060
243
$14K ﹤0.01%
305
-45
244
$13K ﹤0.01%
1,057
245
$13K ﹤0.01%
390
-934
246
$13K ﹤0.01%
345
-857
247
$13K ﹤0.01%
300
248
$12K ﹤0.01%
422
249
$12K ﹤0.01%
212
250
$12K ﹤0.01%
147
8 9
10
11 12