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
$375M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.45M
3
+$4.35M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$4.28M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$4.26M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$9.63M
4
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
+$8.62M
5
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
+$7.81M

Sector Composition

1 Technology 17.3%
2 Healthcare 13.77%
3 Financials 9.32%
4 Energy 6.66%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
+110
302
$4K ﹤0.01%
+160
303
$4K ﹤0.01%
+75
304
$4K ﹤0.01%
+100
305
$3K ﹤0.01%
+100
306
$3K ﹤0.01%
+129
307
$3K ﹤0.01%
+300
308
$3K ﹤0.01%
+50
309
$3K ﹤0.01%
+100
310
$3K ﹤0.01%
+200
311
$3K ﹤0.01%
+35
312
$3K ﹤0.01%
+225
313
$2K ﹤0.01%
+60
314
$2K ﹤0.01%
+75
315
$2K ﹤0.01%
+250
316
$2K ﹤0.01%
+94
317
$2K ﹤0.01%
+20
318
$2K ﹤0.01%
+40
319
$2K ﹤0.01%
+62
320
$1K ﹤0.01%
+15
321
$1K ﹤0.01%
+10
322
$1K ﹤0.01%
+11
323
$1K ﹤0.01%
+13
324
$1K ﹤0.01%
+70
325
$1K ﹤0.01%
+50
10 11 12
13
14