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
$637M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.2M
3
+$5.54M
4
ON icon
ON Semiconductor
ON
+$5.23M
5
CELG
Celgene Corp
CELG
+$769K

Top Sells

1
+$16.1M
2
+$12M
3
+$7.43M
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%
75
277
$6K ﹤0.01%
+84
278
– –
0
279
$5K ﹤0.01%
200
280
$5K ﹤0.01%
200
281
$5K ﹤0.01%
+150
282
$5K ﹤0.01%
+150
283
$5K ﹤0.01%
2,000
284
$5K ﹤0.01%
100
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%
38
292
$3K ﹤0.01%
118
293
$3K ﹤0.01%
+74
294
$3K ﹤0.01%
33
295
– –
0
296
$3K ﹤0.01%
+50
297
$3K ﹤0.01%
32
298
$3K ﹤0.01%
100
299
$3K ﹤0.01%
+100
300
$2K ﹤0.01%
100
10 11
12
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