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
$556M
AUM Growth
-$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
392
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$4.64M
3
+$877K
4
ENR icon
Energizer
ENR
+$843K
5
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$751K

Top Sells

1
+$6.43M
2
+$5.82M
3
+$5.5M
4
EPC icon
Edgewell Personal Care
EPC
+$901K
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$646K

Sector Composition

1 Technology 14.72%
2 Healthcare 13.32%
3 Financials 10.49%
4 Industrials 5.15%
5 Energy 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$6K ﹤0.01%
+384
327
$6K ﹤0.01%
280
328
$6K ﹤0.01%
+128
329
– –
0
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140
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$5K ﹤0.01%
200
332
$5K ﹤0.01%
+234
333
$5K ﹤0.01%
50
334
$5K ﹤0.01%
100
335
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100
336
$5K ﹤0.01%
+36
337
$5K ﹤0.01%
250
-500
338
$4K ﹤0.01%
+33
339
$4K ﹤0.01%
+114
340
$4K ﹤0.01%
2
341
$4K ﹤0.01%
+139
342
$4K ﹤0.01%
129
343
$4K ﹤0.01%
68
344
$4K ﹤0.01%
100
-137,415
345
$4K ﹤0.01%
102
346
$4K ﹤0.01%
75
347
$4K ﹤0.01%
200
348
$3K ﹤0.01%
100
349
$3K ﹤0.01%
160
350
$3K ﹤0.01%
+256
12 13
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