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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$14K ﹤0.01%
385
302
$14K ﹤0.01%
178
303
$14K ﹤0.01%
300
304
$14K ﹤0.01%
675
305
$13K ﹤0.01%
720
-200
306
$13K ﹤0.01%
250
307
$13K ﹤0.01%
356
308
$13K ﹤0.01%
167
309
$13K ﹤0.01%
544
-294
310
$13K ﹤0.01%
266
311
$13K ﹤0.01%
41
-36
312
$13K ﹤0.01%
149
313
$12K ﹤0.01%
292
314
$12K ﹤0.01%
438
315
$12K ﹤0.01%
111
316
$12K ﹤0.01%
580
317
$12K ﹤0.01%
250
318
$11K ﹤0.01%
147
319
$10K ﹤0.01%
+118
320
$10K ﹤0.01%
238
321
$10K ﹤0.01%
600
322
$10K ﹤0.01%
447
323
$10K ﹤0.01%
50
324
$9K ﹤0.01%
105
325
$9K ﹤0.01%
97
11 12
13
14 15