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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$85K
3
+$79.8K
4
AMZN icon
Amazon
AMZN
+$65.4K
5
CVX icon
Chevron
CVX
+$55.7K

Top Sells

1
+$6.44M
2
+$5.2M
3
+$4.99M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$4.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.89M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
+54
277
$6K ﹤0.01%
845
278
$6K ﹤0.01%
+27
279
$6K ﹤0.01%
123
280
$6K ﹤0.01%
+271
281
$5K ﹤0.01%
499
282
$5K ﹤0.01%
100
283
$5K ﹤0.01%
300
284
$5K ﹤0.01%
+68
285
$5K ﹤0.01%
75
286
$5K ﹤0.01%
500
287
$5K ﹤0.01%
131
288
$5K ﹤0.01%
137
289
$5K ﹤0.01%
174
290
$5K ﹤0.01%
100
291
$5K ﹤0.01%
+2,000
292
$4K ﹤0.01%
+135
293
$4K ﹤0.01%
+67
294
$4K ﹤0.01%
+134
295
$4K ﹤0.01%
200
296
$4K ﹤0.01%
100
297
$4K ﹤0.01%
2,000
298
$4K ﹤0.01%
138
299
$4K ﹤0.01%
225
300
$3K ﹤0.01%
+81
10 11
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