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
76
$950K 0.17%
14,270
77
$911K 0.16%
14,550
-254
78
$888K 0.16%
26,404
+232
79
$882K 0.16%
30,718
80
$843K 0.15%
+6,412
81
$823K 0.15%
14,282
-1,244
82
$765K 0.14%
30,425
+6,100
83
$687K 0.12%
12,392
84
$679K 0.12%
14,372
85
$672K 0.12%
6,911
+67
86
$667K 0.12%
8,578
87
$660K 0.12%
14,087
88
$633K 0.11%
12,800
89
$599K 0.11%
5,600
90
$591K 0.11%
7,000
91
$575K 0.1%
7,050
92
$560K 0.1%
22,836
+800
93
$552K 0.1%
4,054
+128
94
$542K 0.1%
4,535
95
$523K 0.09%
4,500
96
$487K 0.09%
12,410
+512
97
$467K 0.08%
8,595
98
$454K 0.08%
9,700
99
$435K 0.08%
15,284
100
$428K 0.08%
6,311
2 3
4
5 6