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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25K ﹤0.01%
425
252
$25K ﹤0.01%
1,500
253
$25K ﹤0.01%
166
254
$24K ﹤0.01%
211
255
$24K ﹤0.01%
209
256
$24K ﹤0.01%
465
257
$24K ﹤0.01%
5,000
258
$24K ﹤0.01%
830
259
$24K ﹤0.01%
1,820
260
$24K ﹤0.01%
+2,071
261
$23K ﹤0.01%
540
-460
262
$23K ﹤0.01%
438
263
$23K ﹤0.01%
500
264
$22K ﹤0.01%
610
265
$22K ﹤0.01%
200
266
$22K ﹤0.01%
530
267
$22K ﹤0.01%
749
268
$21K ﹤0.01%
93
269
$20K ﹤0.01%
500
270
$20K ﹤0.01%
527
-50
271
$20K ﹤0.01%
627
272
$20K ﹤0.01%
311
273
$19K ﹤0.01%
324
-300
274
$19K ﹤0.01%
624
275
$19K ﹤0.01%
750
9 10
11
12 13