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
$553M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$589K
3
+$536K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$462K
5
GE icon
GE Aerospace
GE
+$452K

Top Sells

1
+$1.98M
2
+$1.95M
3
+$1.76M
4
HIW icon
Highwoods Properties
HIW
+$1.23M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$959K

Sector Composition

1 Technology 21.95%
2 Healthcare 19.43%
3 Financials 12.32%
4 Industrials 7.2%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.32M 1.68%
375,286
+6,051
27
$8.36M 1.51%
366,924
+1,578
28
$8.11M 1.47%
255,950
+16,900
29
$7.77M 1.4%
312,920
+9,714
30
$7.54M 1.36%
353,069
+3,073
31
$6.51M 1.18%
127,681
-1,944
32
$5.52M 1%
40,146
-50
33
$5.2M 0.94%
201,367
-34,606
34
$5.12M 0.93%
54,625
-1,338
35
$4.97M 0.9%
225,645
-43,525
36
$4.88M 0.88%
65,120
-1,022
37
$4.36M 0.79%
82,116
-3,516
38
$4.29M 0.78%
49,215
39
$4.21M 0.76%
196,656
+4,529
40
$4.03M 0.73%
130,858
-5,375
41
$3.55M 0.64%
29,237
-1,500
42
$3.36M 0.61%
141,749
+6,431
43
$2.91M 0.53%
39,800
44
$2.31M 0.42%
103,368
+9,960
45
$2.26M 0.41%
26,686
-1,380
46
$2.17M 0.39%
17,009
47
$2.1M 0.38%
13,781
-200
48
$2M 0.36%
21,780
-600
49
$1.97M 0.36%
48,753
50
$1.68M 0.3%
23,238
+700
1
2
3 4 5