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
$556M
AUM Growth
+$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
348
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$983K
3
+$748K
4
GE icon
GE Aerospace
GE
+$742K
5
LKQ icon
LKQ Corp
LKQ
+$730K

Top Sells

1
+$6.17M
2
+$1.61M
3
+$674K
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$425K
5
AMGN icon
Amgen
AMGN
+$376K

Sector Composition

1 Technology 25.6%
2 Healthcare 16.77%
3 Financials 15.23%
4 Industrials 7.38%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4K ﹤0.01%
2,000
302
$4K ﹤0.01%
2,000
303
$3K ﹤0.01%
81
304
$3K ﹤0.01%
70
-470
305
$3K ﹤0.01%
300
306
$3K ﹤0.01%
34
307
$3K ﹤0.01%
118
-180
308
$3K ﹤0.01%
800
309
$3K ﹤0.01%
40
310
$3K ﹤0.01%
81
311
$3K ﹤0.01%
200
312
$3K ﹤0.01%
500
313
$3K ﹤0.01%
100
-38
314
$3K ﹤0.01%
200
315
$2K ﹤0.01%
100
316
$2K ﹤0.01%
24
317
$2K ﹤0.01%
18
318
$2K ﹤0.01%
32
319
$2K ﹤0.01%
13
320
$2K ﹤0.01%
27
321
$2K ﹤0.01%
2
322
$2K ﹤0.01%
+90
323
$1K ﹤0.01%
+20
324
$1K ﹤0.01%
50
325
$1K ﹤0.01%
10
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