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
$375M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.45M
3
+$4.35M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$4.28M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$4.26M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$9.63M
4
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
+$8.62M
5
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
+$7.81M

Sector Composition

1 Technology 17.3%
2 Healthcare 13.77%
3 Financials 9.32%
4 Energy 6.66%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$15K ﹤0.01%
+300
252
$14K ﹤0.01%
+225
253
$14K ﹤0.01%
+700
254
$14K ﹤0.01%
+300
255
$13K ﹤0.01%
+270
256
$13K ﹤0.01%
+100
257
$13K ﹤0.01%
+500
258
$13K ﹤0.01%
+209
259
$12K ﹤0.01%
+228
260
$12K ﹤0.01%
+343
261
$12K ﹤0.01%
+85
262
$12K ﹤0.01%
+275
263
$11K ﹤0.01%
+202
264
$11K ﹤0.01%
+223
265
$11K ﹤0.01%
+100
266
$10K ﹤0.01%
+100
267
$10K ﹤0.01%
+150
268
$10K ﹤0.01%
+1,000
269
$9K ﹤0.01%
+183
270
$9K ﹤0.01%
+202
271
$9K ﹤0.01%
+250
272
$9K ﹤0.01%
+100
273
$9K ﹤0.01%
+100
274
$8K ﹤0.01%
+350
275
$8K ﹤0.01%
+335
9 10
11
12 13