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
251
$12K ﹤0.01%
2,586
252
$11K ﹤0.01%
351
+1
253
$10K ﹤0.01%
244
254
$10K ﹤0.01%
377
255
$9K ﹤0.01%
50
256
$9K ﹤0.01%
298
257
$9K ﹤0.01%
100
258
$9K ﹤0.01%
172
259
$9K ﹤0.01%
504
260
$9K ﹤0.01%
50
261
$8K ﹤0.01%
183
262
$8K ﹤0.01%
845
263
$8K ﹤0.01%
640
264
$8K ﹤0.01%
600
265
$8K ﹤0.01%
+200
266
$8K ﹤0.01%
225
267
$8K ﹤0.01%
250
268
$7K ﹤0.01%
280
269
$7K ﹤0.01%
158
270
$6K ﹤0.01%
75
271
$6K ﹤0.01%
123
272
$5K ﹤0.01%
100
273
$5K ﹤0.01%
75
274
$5K ﹤0.01%
800
275
$5K ﹤0.01%
137
-1,960
9 10
11
12 13