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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$362K 0.07%
6,214
102
$358K 0.07%
3,034
103
$328K 0.06%
+13,500
104
$325K 0.06%
5,859
105
$300K 0.06%
6,318
106
$298K 0.06%
16,640
-4,280
107
$296K 0.06%
6,372
108
$294K 0.06%
8,700
+2,620
109
$278K 0.05%
2,647
110
$276K 0.05%
21,957
111
$274K 0.05%
2,616
+1,000
112
$269K 0.05%
3,500
113
$239K 0.05%
4,142
114
$228K 0.04%
1,811
115
$227K 0.04%
+3,550
116
$223K 0.04%
4,963
117
$223K 0.04%
300
118
$220K 0.04%
13,082
119
$218K 0.04%
6,412
120
$218K 0.04%
2,250
121
$211K 0.04%
3,105
122
$211K 0.04%
2,175
123
$209K 0.04%
15,200
+11,000
124
$207K 0.04%
+10,350
125
$193K 0.04%
+4,900
3 4
5
6 7