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
$553M
AUM Growth
-$9.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
331
New
Increased
Reduced
Closed

Top Buys

1
+$706K
2
+$589K
3
+$536K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$462K
5
GE icon
GE Aerospace
GE
+$452K

Top Sells

1
+$1.98M
2
+$1.95M
3
+$1.76M
4
HIW icon
Highwoods Properties
HIW
+$1.23M
5
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$959K

Sector Composition

1 Technology 21.95%
2 Healthcare 19.43%
3 Financials 12.32%
4 Industrials 7.2%
5 Communication Services 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.02%
1,685
152
$89K 0.02%
475
153
$88K 0.02%
3,128
154
– –
0
155
$84K 0.02%
1,000
156
$77K 0.01%
490
157
$75K 0.01%
1,100
158
$75K 0.01%
3,464
159
$74K 0.01%
868
160
$74K 0.01%
2,892
161
$72K 0.01%
2,206
-9
162
$72K 0.01%
820
-20
163
$72K 0.01%
1,607
164
$67K 0.01%
1,148
165
$65K 0.01%
+1,508
166
$64K 0.01%
1,425
167
$64K 0.01%
150
168
$62K 0.01%
600
169
$59K 0.01%
1,510
-50
170
$55K 0.01%
684
171
$48K 0.01%
400
172
$47K 0.01%
1,168
173
$46K 0.01%
922
174
$46K 0.01%
765
175
$45K 0.01%
300
5 6
7
8 9