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
126
$209K 0.04%
2,377
+45
127
$205K 0.04%
2,154
128
$201K 0.04%
5,229
+675
129
$200K 0.04%
300
130
$179K 0.03%
2,300
131
$179K 0.03%
5,940
-50
132
$179K 0.03%
5,676
133
$177K 0.03%
2,226
+126
134
$175K 0.03%
5,300
135
$169K 0.03%
1,636
136
$166K 0.03%
1,467
137
$165K 0.03%
3,550
138
$164K 0.03%
2,000
139
$163K 0.03%
8,622
-339,999
140
$150K 0.03%
1,379
141
$149K 0.03%
1,328
142
$135K 0.02%
4,200
143
$132K 0.02%
1,800
144
$130K 0.02%
13,380
145
$124K 0.02%
1,448
+298
146
$121K 0.02%
1,800
147
$120K 0.02%
2,900
148
$118K 0.02%
523
149
$117K 0.02%
2,500
150
$116K 0.02%
1,733
4 5
6
7 8