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
326
$1K ﹤0.01%
+33
327
$1K ﹤0.01%
+9
328
– –
-6,318
329
$0 ﹤0.01%
+4
330
$0 ﹤0.01%
+15
331
$0 ﹤0.01%
+9
332
– –
-5,600
333
– –
-9,361
334
$0 ﹤0.01%
+25
335
– –
-5,523
336
$0 ﹤0.01%
+1
337
$0 ﹤0.01%
+3
338
$0 ﹤0.01%
+2
339
$0 ﹤0.01%
+5
10 11 12 13
14