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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$85K
3
+$79.8K
4
AMZN icon
Amazon
AMZN
+$65.4K
5
CVX icon
Chevron
CVX
+$55.7K

Top Sells

1
+$6.44M
2
+$5.2M
3
+$4.99M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$4.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.89M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$13K ﹤0.01%
+500
252
$12K ﹤0.01%
377
253
$12K ﹤0.01%
504
254
$11K ﹤0.01%
351
255
$11K ﹤0.01%
+162
256
$11K ﹤0.01%
212
257
$11K ﹤0.01%
+500
258
$10K ﹤0.01%
+81
259
$10K ﹤0.01%
+208
260
$10K ﹤0.01%
100
261
$10K ﹤0.01%
244
262
$10K ﹤0.01%
87
+54
263
$10K ﹤0.01%
225
264
$10K ﹤0.01%
50
265
$9K ﹤0.01%
50
266
$9K ﹤0.01%
250
267
$8K ﹤0.01%
222
-200
268
$8K ﹤0.01%
158
269
$8K ﹤0.01%
298
270
$8K ﹤0.01%
640
271
$8K ﹤0.01%
172
272
$8K ﹤0.01%
600
273
$7K ﹤0.01%
150
-33
274
$7K ﹤0.01%
280
275
$6K ﹤0.01%
75
9 10
11
12 13