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
51
$2.09M 0.4%
48,883
-48
52
$2.08M 0.39%
10,203
+8,385
53
$1.91M 0.36%
30,822
54
$1.9M 0.36%
80,703
+3,965
55
$1.75M 0.33%
32,165
+1,000
56
$1.58M 0.3%
21,195
+905
57
$1.5M 0.28%
13,242
+807
58
$1.39M 0.26%
31,241
+1,973
59
$1.38M 0.26%
22,780
+1,635
60
$1.34M 0.26%
64,460
+3,660
61
$1.33M 0.25%
38,883
+2,743
62
$1.32M 0.25%
22,650
63
$1.22M 0.23%
12,230
64
$1.19M 0.23%
19,744
+771
65
$1.07M 0.2%
8,160
+307
66
$1.06M 0.2%
17,574
67
$1M 0.19%
100,000
68
$989K 0.19%
9,312
69
$982K 0.19%
14,270
70
$966K 0.18%
31,556
71
$941K 0.18%
10,700
72
$832K 0.16%
30,347
-4
73
$811K 0.15%
35,665
-2,635
74
$752K 0.14%
14,026
75
$745K 0.14%
14,087
1 2
3
4 5