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
351
$3K ﹤0.01%
+210
352
$3K ﹤0.01%
50
353
$3K ﹤0.01%
500
354
$2K ﹤0.01%
+15
355
$2K ﹤0.01%
+310
356
$2K ﹤0.01%
20
357
$2K ﹤0.01%
17
358
$2K ﹤0.01%
+61
359
$2K ﹤0.01%
35
360
$1K ﹤0.01%
15
361
$1K ﹤0.01%
65
362
$1K ﹤0.01%
70
363
$1K ﹤0.01%
50
364
$1K ﹤0.01%
10
365
$1K ﹤0.01%
+57
366
$1K ﹤0.01%
13
367
$1K ﹤0.01%
50
368
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+17
369
$1K ﹤0.01%
9
370
$0 ﹤0.01%
+2
371
– –
-350
372
– –
-625
373
– –
-1,500
374
– –
-476
375
– –
-335
12 13 14
15
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