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
26
$7.26M 1.31%
211,900
+7,275
27
$7.06M 1.27%
51,068
-640
28
$6.61M 1.19%
57,117
+545
29
$6.33M 1.14%
49,733
+1,827
30
$6.12M 1.1%
97,806
+96,756
31
$6.07M 1.09%
230,914
+20,623
32
$5.97M 1.07%
113,280
+894
33
$5.93M 1.07%
60,805
-1,347
34
$5.65M 1.02%
254,515
+10,595
35
$5.53M 0.99%
66,403
-1,772
36
$5.5M 0.99%
208,272
+33,212
37
$5.37M 0.97%
126,715
-137,250
38
$5.34M 0.96%
246,507
-29,825
39
$5.31M 0.95%
203,881
-6,405
40
$5.2M 0.94%
170,077
-6,183
41
$5.07M 0.91%
222,790
+22,970
42
$4.64M 0.83%
+55,012
43
$4.45M 0.8%
41,975
44
$3.88M 0.7%
149,961
+28,978
45
$3.56M 0.64%
167,206
+19,174
46
$3.3M 0.59%
41,187
-458
47
$3.23M 0.58%
49,915
48
$2.92M 0.52%
55,880
-3,784
49
$2.87M 0.52%
18,707
-134
50
$2.66M 0.48%
33,980
-324
1
2
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