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
51
$1.67M 0.3%
61,835
+2,050
52
$1.63M 0.29%
33,645
-75
53
$1.58M 0.29%
106,210
+3,495
54
$1.58M 0.29%
29,945
-2,100
55
$1.54M 0.28%
45,602
+1,860
56
$1.4M 0.25%
29,541
57
$1.28M 0.23%
12,130
58
$1.23M 0.22%
17,900
59
$1.22M 0.22%
20,803
+1,059
60
$1.15M 0.21%
38,358
+14,443
61
$1.09M 0.2%
10,700
62
$1.06M 0.19%
31,661
63
$1.03M 0.19%
15,930
64
$1.01M 0.18%
13,770
-100
65
$1M 0.18%
6,900
-371
66
$934K 0.17%
100,000
67
$899K 0.16%
4,293
-9,310
68
$868K 0.16%
39,960
69
$802K 0.15%
13,487
70
$780K 0.14%
25,271
-1,356
71
$729K 0.13%
43,900
+2,325
72
$726K 0.13%
13,550
73
$706K 0.13%
+6,253
74
$614K 0.11%
18,836
-4,000
75
$590K 0.11%
4,078
1 2
3
4 5