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
$375M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.45M
3
+$4.35M
4
FCAN
First Trust Canada AlphaDEX Fund
FCAN
+$4.28M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$4.26M

Top Sells

1
+$13.7M
2
+$13.5M
3
+$9.63M
4
JPP
SPDR RUSSELL/NOMURA PRIME JAPAN ETF
JPP
+$8.62M
5
TRSK
Janus Velocity Tail Risk Hedged Large Cap ETF
TRSK
+$7.81M

Sector Composition

1 Technology 17.3%
2 Healthcare 13.77%
3 Financials 9.32%
4 Energy 6.66%
5 Consumer Staples 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$68K 0.02%
+1,000
177
$67K 0.02%
+1,500
178
$66K 0.02%
+1,000
179
$65K 0.02%
+4,000
180
$64K 0.02%
+748
181
$59K 0.02%
+880
182
$56K 0.01%
+1,685
183
$55K 0.01%
+5,000
184
$54K 0.01%
1,261
-4,611
185
$53K 0.01%
+600
186
$51K 0.01%
+1,575
187
$50K 0.01%
+1,500
188
$49K 0.01%
+612
189
$49K 0.01%
388
-1,500
190
$47K 0.01%
+1,296
191
$46K 0.01%
+365
192
$45K 0.01%
+388
193
$45K 0.01%
+848
194
$45K 0.01%
500
-12,265
195
$44K 0.01%
+380
196
$44K 0.01%
+700
197
$43K 0.01%
+530
198
$43K 0.01%
+502
199
$42K 0.01%
+615
200
$39K 0.01%
+1,560
6 7
8
9 10