AP

Atwood & Palmer Portfolio holdings

AUM $1.76B
1-Year Est. Return 23.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$637M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$6.14M
3
+$5.59M
4
UNM icon
Unum
UNM
+$5.46M
5
CELG
Celgene Corp
CELG
+$725K

Top Sells

1
+$15.8M
2
+$12.7M
3
+$7.27M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$4.82M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$3.78M

Sector Composition

1 Technology 22.58%
2 Financials 15.13%
3 Healthcare 14.97%
4 Industrials 5.63%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$6K ﹤0.01%
+84
277
$6K ﹤0.01%
75
278
$5K ﹤0.01%
+150
279
$5K ﹤0.01%
2,000
280
$5K ﹤0.01%
100
281
– –
0
282
$5K ﹤0.01%
200
283
$5K ﹤0.01%
200
284
$5K ﹤0.01%
+150
285
$4K ﹤0.01%
38
286
$4K ﹤0.01%
+35
287
$4K ﹤0.01%
65
288
$4K ﹤0.01%
26
289
$4K ﹤0.01%
+65
290
$4K ﹤0.01%
174
291
$3K ﹤0.01%
118
292
$3K ﹤0.01%
+74
293
$3K ﹤0.01%
33
294
$3K ﹤0.01%
+50
295
$3K ﹤0.01%
32
296
$3K ﹤0.01%
100
297
$3K ﹤0.01%
+100
298
$3K ﹤0.01%
38
299
– –
0
300
$2K ﹤0.01%
100
10 11
12
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