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
$556M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$877K
4
ENR icon
Energizer
ENR
+$843K
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$751K

Top Sells

1
+$6.43M
2
+$5.82M
3
+$5.5M
4
EPC icon
Edgewell Personal Care
EPC
+$901K
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$646K

Sector Composition

1 Technology 14.72%
2 Healthcare 13.32%
3 Financials 10.49%
4 Industrials 5.15%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$20K ﹤0.01%
490
252
$19K ﹤0.01%
700
253
$19K ﹤0.01%
200
254
$19K ﹤0.01%
100
255
$19K ﹤0.01%
+376
256
$18K ﹤0.01%
920
257
$18K ﹤0.01%
85
258
$18K ﹤0.01%
+311
259
$17K ﹤0.01%
+373
260
$17K ﹤0.01%
700
-75
261
$16K ﹤0.01%
163
262
$16K ﹤0.01%
+300
263
$16K ﹤0.01%
+227
264
$16K ﹤0.01%
299
-1,828
265
$16K ﹤0.01%
+249
266
$15K ﹤0.01%
1,057
267
$15K ﹤0.01%
327
-308
268
$15K ﹤0.01%
847
269
$14K ﹤0.01%
108
270
$14K ﹤0.01%
479
271
$14K ﹤0.01%
416
+256
272
$14K ﹤0.01%
+426
273
$14K ﹤0.01%
+111
274
$12K ﹤0.01%
150
275
$12K ﹤0.01%
356
9 10
11
12 13