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
101
$246K 0.04%
4,131
+71
102
$244K 0.04%
2,754
+54
103
$233K 0.04%
3,642
104
– –
0
105
$224K 0.04%
2,414
+135
106
$222K 0.04%
7,215
107
$219K 0.04%
+700
108
$214K 0.04%
1,452
109
$205K 0.04%
13,082
110
$204K 0.04%
1,500
111
$203K 0.04%
9,000
112
$201K 0.04%
6,296
+220
113
$198K 0.04%
5,300
114
$193K 0.04%
8,485
115
$192K 0.03%
2,250
116
$184K 0.03%
18,625
-315
117
$182K 0.03%
12,780
118
$181K 0.03%
1,500
119
$177K 0.03%
5,893
120
$175K 0.03%
1,391
121
$171K 0.03%
1,636
122
$169K 0.03%
4,881
123
$166K 0.03%
4,900
124
$165K 0.03%
2,126
125
$163K 0.03%
4,928
3 4
5
6 7