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
51
$1.56M 0.28%
60,205
-1,630
52
$1.53M 0.28%
32,920
-725
53
$1.33M 0.24%
12,211
+81
54
$1.3M 0.24%
21,019
+216
55
$1.29M 0.23%
29,076
-465
56
$1.13M 0.21%
17,900
57
$1.06M 0.19%
100,000
58
$1.05M 0.19%
6,900
59
$1.04M 0.19%
10,700
60
$1.02M 0.19%
15,993
+63
61
$1.02M 0.18%
31,661
62
$929K 0.17%
4,293
63
$922K 0.17%
42,460
+2,500
64
$780K 0.14%
13,487
65
$778K 0.14%
24,495
-776
66
$768K 0.14%
43,950
+50
67
$766K 0.14%
13,550
68
$742K 0.13%
13,770
69
$606K 0.11%
5,891
+541
70
$576K 0.1%
18,836
71
$559K 0.1%
5,000
-1,253
72
$549K 0.1%
3,799
-279
73
$513K 0.09%
13,055
+405
74
$504K 0.09%
11,898
75
$502K 0.09%
6,312
1 2
3
4 5