AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+6.61%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$527M
AUM Growth
+$14.5M
(+2.8%)
Cap. Flow
-$14.4M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
34.12%
Holding
459
New
24
Increased
57
Reduced
41
Closed
57
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$11.8M |
| 2 |
Alerian MLP ETF
AMLP
|
+$11.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.71M |
| 4 |
CELG
Celgene Corp
CELG
|
+$820K |
| 5 |
CVS Health
CVS
|
+$700K |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$9.66M |
| 2 |
First Trust Switzerland AlphaDEX Fund
FSZ
|
+$6.02M |
| 3 |
First Trust United Kingdom AlphaDEX Fund
FKU
|
+$5.91M |
| 4 |
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% |
