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
$556M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$877K
4
ENR icon
Energizer
ENR
+$843K
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$751K

Top Sells

1
+$6.43M
2
+$5.82M
3
+$5.5M
4
EPC icon
Edgewell Personal Care
EPC
+$901K
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$646K

Sector Composition

1 Technology 14.72%
2 Healthcare 13.32%
3 Financials 10.49%
4 Industrials 5.15%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K ﹤0.01%
2,586
277
$12K ﹤0.01%
+50
278
$11K ﹤0.01%
+192
279
$11K ﹤0.01%
+292
280
$11K ﹤0.01%
573
-573
281
$11K ﹤0.01%
250
282
$11K ﹤0.01%
+238
283
$11K ﹤0.01%
100
284
$11K ﹤0.01%
600
285
$11K ﹤0.01%
500
+430
286
$11K ﹤0.01%
+276
287
$11K ﹤0.01%
+185
288
$11K ﹤0.01%
327
289
$11K ﹤0.01%
117
290
– –
0
291
$10K ﹤0.01%
+97
292
$10K ﹤0.01%
183
293
$10K ﹤0.01%
+197
294
$10K ﹤0.01%
96
295
$10K ﹤0.01%
67
296
$10K ﹤0.01%
+100
297
$10K ﹤0.01%
+872
298
$10K ﹤0.01%
+120
299
$9K ﹤0.01%
+1,712
300
$9K ﹤0.01%
+105
10 11
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