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
301
$3K ﹤0.01%
34
302
$3K ﹤0.01%
45
303
$3K ﹤0.01%
+40
304
$3K ﹤0.01%
+81
305
$3K ﹤0.01%
200
306
$3K ﹤0.01%
200
307
$3K ﹤0.01%
500
308
$2K ﹤0.01%
100
309
$2K ﹤0.01%
24
310
$2K ﹤0.01%
18
311
$2K ﹤0.01%
32
312
$2K ﹤0.01%
800
313
$2K ﹤0.01%
13
314
$2K ﹤0.01%
+27
315
$2K ﹤0.01%
2
316
$2K ﹤0.01%
1,010
317
$1K ﹤0.01%
50
318
$1K ﹤0.01%
10
319
$1K ﹤0.01%
20
320
$1K ﹤0.01%
50
321
$1K ﹤0.01%
9
322
– –
-15
323
$0 ﹤0.01%
7
324
– –
-305
325
$0 ﹤0.01%
11
10 11 12
13
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