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
76
$497K 0.09%
16,784
-21,574
77
$480K 0.09%
4,311
78
$429K 0.08%
8,000
79
$404K 0.07%
6,066
+54
80
$403K 0.07%
5,000
81
$399K 0.07%
6,214
82
$381K 0.07%
2,968
83
$380K 0.07%
5,500
84
$354K 0.06%
8,250
85
$340K 0.06%
14,000
86
$333K 0.06%
5,781
+162
87
$329K 0.06%
4,800
88
$326K 0.06%
6,150
-121,531
89
$321K 0.06%
2,783
+54
90
$317K 0.06%
7,560
+1,560
91
$314K 0.06%
6,318
92
$314K 0.06%
2,800
93
$309K 0.06%
11,200
94
$302K 0.05%
3,500
95
$295K 0.05%
4,179
96
$289K 0.05%
17,200
+2,000
97
$282K 0.05%
2,250
98
$277K 0.05%
5,075
99
$269K 0.05%
5,387
100
$262K 0.05%
2,360
2 3
4
5 6