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
$375M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.45M
3
+$4.35M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$4.28M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$4.26M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$9.63M
4
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
+$8.62M
5
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
+$7.81M

Sector Composition

1 Technology 17.3%
2 Healthcare 13.77%
3 Financials 9.32%
4 Energy 6.66%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8K ﹤0.01%
+242
277
$8K ﹤0.01%
+39
278
$8K ﹤0.01%
+174
279
$8K ﹤0.01%
+2,000
280
$7K ﹤0.01%
+400
281
$7K ﹤0.01%
+96
282
$7K ﹤0.01%
+108
283
$7K ﹤0.01%
+74
284
$7K ﹤0.01%
+25
285
$7K ﹤0.01%
+100
286
$7K ﹤0.01%
+500
287
$6K ﹤0.01%
+85
288
$6K ﹤0.01%
+150
289
$6K ﹤0.01%
+2,000
290
$6K ﹤0.01%
+400
291
$6K ﹤0.01%
+1,010
292
$6K ﹤0.01%
+140
293
$6K ﹤0.01%
+156
294
$5K ﹤0.01%
+100
295
$5K ﹤0.01%
+200
296
$5K ﹤0.01%
+150
297
$5K ﹤0.01%
+87
298
$5K ﹤0.01%
+578
299
$5K ﹤0.01%
+200
300
$5K ﹤0.01%
+35
10 11
12
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