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
151
$114K 0.02%
1,074
152
$113K 0.02%
4,700
-2,300
153
$112K 0.02%
10,000
154
$108K 0.02%
2,010
+610
155
$105K 0.02%
2,331
+531
156
$104K 0.02%
2,229
-40
157
$102K 0.02%
912
158
$102K 0.02%
1,783
159
$101K 0.02%
1,339
160
$101K 0.02%
750
161
$100K 0.02%
4,600
+600
162
$98K 0.02%
2,865
+1,500
163
$95K 0.02%
600
164
$94K 0.02%
1,271
165
$93K 0.02%
1,118
166
$90K 0.02%
1,100
167
$88K 0.02%
3,284
+32
168
$87K 0.02%
626
+128
169
$85K 0.02%
1,348
170
$83K 0.01%
2,000
171
$81K 0.01%
764
172
$79K 0.01%
2,000
173
$75K 0.01%
554
+174
174
$75K 0.01%
5,000
175
$75K 0.01%
1,425
5 6
7
8 9