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
$553M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$589K
3
+$536K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$462K
5
GE icon
GE Aerospace
GE
+$452K

Top Sells

1
+$1.98M
2
+$1.95M
3
+$1.76M
4
HIW icon
Highwoods Properties
HIW
+$1.23M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$959K

Sector Composition

1 Technology 21.95%
2 Healthcare 19.43%
3 Financials 12.32%
4 Industrials 7.2%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
174
277
$5K ﹤0.01%
100
278
$4K ﹤0.01%
499
279
$4K ﹤0.01%
131
280
$4K ﹤0.01%
2,000
281
$4K ﹤0.01%
138
-500
282
$3K ﹤0.01%
100
283
$3K ﹤0.01%
300
284
$3K ﹤0.01%
34
285
$3K ﹤0.01%
500
286
$3K ﹤0.01%
45
287
$3K ﹤0.01%
200
288
$3K ﹤0.01%
33
289
$3K ﹤0.01%
225
290
$2K ﹤0.01%
15
-350
291
$2K ﹤0.01%
24
-24
292
$2K ﹤0.01%
18
293
$2K ﹤0.01%
32
294
$2K ﹤0.01%
13
295
$2K ﹤0.01%
200
296
$2K ﹤0.01%
97
297
$2K ﹤0.01%
500
298
$2K ﹤0.01%
270
299
$2K ﹤0.01%
1,010
300
$1K ﹤0.01%
50
9 10 11
12
13