AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
This Quarter Return
+2.44%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$556M
AUM Growth
+$556M
(+0.96%)
Cap. Flow
-$1.3M
Cap. Flow
% of AUM
-0.23%
Top 10 Holdings %
Top 10 Hldgs %
39.32%
Holding
348
New
22
Increased
36
Reduced
40
Closed
13
Top Buys
Top Sells
| 1 |
Highwoods Properties
HIW
|
$6.43M |
| 2 |
Novo Nordisk
NVO
|
$1.59M |
| 3 |
CERN
Cerner Corp
CERN
|
$601K |
| 4 |
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
|
$425K |
| 5 |
Valero Energy
VLO
|
$401K |
Sector Composition
| 1 | Technology | 25.6% |
| 2 | Healthcare | 16.77% |
| 3 | Financials | 15.23% |
| 4 | Industrials | 7.38% |
| 5 | Consumer Discretionary | 4.69% |
