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
101
$416K 0.07%
+21,305
102
$396K 0.07%
15,000
-4,733
103
$372K 0.07%
4,179
104
$359K 0.06%
12,000
105
$329K 0.06%
6,214
106
$319K 0.06%
3,357
107
$304K 0.05%
+14,325
108
$292K 0.05%
3,054
109
$285K 0.05%
2,497
+705
110
$264K 0.05%
21,957
111
$263K 0.05%
3,105
112
$263K 0.05%
2,000
-6,852
113
$262K 0.05%
2,175
114
$259K 0.05%
3,500
115
$254K 0.05%
5,174
+128
116
$254K 0.05%
5,757
+900
117
$251K 0.05%
6,300
118
$247K 0.04%
6,318
119
$235K 0.04%
3,459
120
$234K 0.04%
1,811
121
$231K 0.04%
4,142
+200
122
$225K 0.04%
13,210
+4,628
123
$225K 0.04%
10,780
124
$220K 0.04%
5,437
125
$218K 0.04%
2,250
3 4
5
6 7