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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 1.35%
177,385
-150,209
27
$7.09M 1.35%
195,724
-152,088
28
$7.07M 1.34%
249,152
-177,240
29
$6.81M 1.29%
169,706
-147,303
30
$6.62M 1.26%
196,786
-121,630
31
$6.25M 1.19%
59,275
+3,867
32
$6.08M 1.15%
234,993
-6,849
33
$5.94M 1.13%
269,195
+1,580
34
$5.8M 1.1%
110,930
-100
35
$5.38M 1.02%
238,890
+2,725
36
$5.31M 1.01%
212,830
-8,718
37
$5.2M 0.99%
40,823
-1,152
38
$5.17M 0.98%
538,391
-12,730
39
$5.13M 0.97%
168,860
-100
40
$4.45M 0.84%
57,021
-320
41
$4.09M 0.78%
39,843
-426
42
$3.9M 0.74%
49,915
43
$3.89M 0.74%
185,199
+2,814
44
$3.89M 0.74%
164,315
-253
45
$3.26M 0.62%
38,438
46
$3.04M 0.58%
18,707
47
$2.81M 0.53%
54,680
48
$2.67M 0.51%
40,158
49
$2.48M 0.47%
31,166
50
$2.25M 0.43%
17,009
1
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