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
126
$191K 0.04%
7,448
+5,665
127
$191K 0.04%
10,780
128
$188K 0.04%
5,300
129
$187K 0.04%
3,459
130
$183K 0.03%
2,377
131
$181K 0.03%
2,226
132
$180K 0.03%
3,408
133
$179K 0.03%
5,372
134
$172K 0.03%
2,250
135
$170K 0.03%
1,636
136
$170K 0.03%
5,676
137
$168K 0.03%
1,467
138
– –
0
139
$163K 0.03%
8,621
140
$162K 0.03%
6,300
-186,844
141
$156K 0.03%
1,452
+73
142
$151K 0.03%
2,000
143
$143K 0.03%
5,072
144
$134K 0.03%
1,708
-40
145
$134K 0.03%
12,780
146
$126K 0.02%
+11,000
147
$123K 0.02%
1,079
+34
148
$122K 0.02%
2,865
149
$121K 0.02%
2,010
150
$120K 0.02%
2,331
4 5
6
7 8