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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K ﹤0.01%
720
277
$19K ﹤0.01%
315
278
$19K ﹤0.01%
700
279
$19K ﹤0.01%
500
-108
280
$18K ﹤0.01%
100
281
$18K ﹤0.01%
100
282
$18K ﹤0.01%
85
283
$18K ﹤0.01%
210
284
$18K ﹤0.01%
677
285
$18K ﹤0.01%
188
286
$17K ﹤0.01%
88
287
$17K ﹤0.01%
406
288
$16K ﹤0.01%
373
289
$16K ﹤0.01%
500
290
$16K ﹤0.01%
350
291
$15K ﹤0.01%
146
292
$15K ﹤0.01%
138
293
$15K ﹤0.01%
304
294
$14K ﹤0.01%
150
295
$14K ﹤0.01%
1,057
296
$14K ﹤0.01%
150
297
$14K ﹤0.01%
1,000
298
$14K ﹤0.01%
426
299
$14K ﹤0.01%
111
300
$14K ﹤0.01%
200
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