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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$85K
3
+$79.8K
4
AMZN icon
Amazon
AMZN
+$65.4K
5
CVX icon
Chevron
CVX
+$55.7K

Top Sells

1
+$6.44M
2
+$5.2M
3
+$4.99M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$4.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.89M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.02M 1.64%
254,450
-1,500
27
$8.12M 1.47%
358,026
-8,898
28
$8.02M 1.46%
314,507
+1,587
29
$7.47M 1.36%
350,352
-2,717
30
$6.77M 1.23%
168,340
-121,680
31
$5.13M 0.93%
64,498
-622
32
$5.06M 0.92%
40,146
33
$4.45M 0.81%
50,927
-3,698
34
$4.33M 0.79%
81,816
-300
35
$4.29M 0.78%
200,385
+3,729
36
$4.21M 0.76%
49,215
37
$4.02M 0.73%
130,558
-300
38
$3.46M 0.63%
29,287
+50
39
$3.4M 0.62%
140,104
-1,645
40
$2.95M 0.54%
39,800
41
$2.39M 0.43%
26,636
-50
42
$2.37M 0.43%
103,603
+235
43
$2.3M 0.42%
13,781
44
$2.19M 0.4%
17,009
45
$2.09M 0.38%
48,681
-72
46
$1.89M 0.34%
21,380
-400
47
$1.86M 0.34%
22,753
-485
48
$1.6M 0.29%
103,930
-2,280
49
$1.58M 0.29%
29,945
50
$1.57M 0.29%
44,642
-960
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