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
$637M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.2M
3
+$5.54M
4
ON icon
ON Semiconductor
ON
+$5.23M
5
CELG
Celgene Corp
CELG
+$769K

Top Sells

1
+$16.1M
2
+$12M
3
+$7.43M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$4.82M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$3.78M

Sector Composition

1 Technology 22.58%
2 Financials 15.13%
3 Healthcare 14.97%
4 Industrials 5.63%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
484
227
$21K ﹤0.01%
1,000
228
$21K ﹤0.01%
2,586
229
$21K ﹤0.01%
225
-7,394
230
$21K ﹤0.01%
350
231
$20K ﹤0.01%
720
232
$20K ﹤0.01%
350
233
$19K ﹤0.01%
500
234
$19K ﹤0.01%
+350
235
$19K ﹤0.01%
302
236
$19K ﹤0.01%
400
237
$19K ﹤0.01%
+1,600
238
$18K ﹤0.01%
700
239
$17K ﹤0.01%
410
240
$17K ﹤0.01%
250
241
$16K ﹤0.01%
262
242
$16K ﹤0.01%
300
243
$16K ﹤0.01%
356
244
$15K ﹤0.01%
1,057
245
$15K ﹤0.01%
333
246
$14K ﹤0.01%
312
+104
247
$14K ﹤0.01%
187
248
$14K ﹤0.01%
600
249
$13K ﹤0.01%
500
250
$13K ﹤0.01%
212
8 9
10
11 12