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
51
$2.63M 0.47%
40,158
52
$2.12M 0.38%
48,931
53
$2.1M 0.38%
202,693
+12,703
54
$2M 0.36%
30,822
55
$1.89M 0.34%
17,009
56
$1.89M 0.34%
80,400
-3,025
57
$1.77M 0.32%
72,613
+2,190
58
$1.75M 0.32%
31,165
+400
59
$1.61M 0.29%
100,000
60
$1.49M 0.27%
12,040
-35
61
$1.47M 0.27%
21,415
+5
62
$1.4M 0.25%
20,037
-1,507
63
$1.31M 0.24%
18,973
-1
64
$1.3M 0.23%
19,410
+70
65
$1.26M 0.23%
34,405
-1,576
66
$1.22M 0.22%
7,853
-105
67
$1.22M 0.22%
27,673
+90
68
$1.14M 0.21%
12,230
69
$1.11M 0.2%
22,650
70
$1.1M 0.2%
13,700
71
$1.05M 0.19%
13,140
-2,075
72
$1.04M 0.19%
49,400
+18,125
73
$999K 0.18%
31,410
74
$979K 0.18%
10,147
+97
75
$970K 0.17%
9,312
1 2
3
4 5