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
176
$75K 0.01%
888
177
$72K 0.01%
1,000
178
$61K 0.01%
1,066
-134
179
$58K 0.01%
+1,269
180
$58K 0.01%
3,840
+2,685
181
$58K 0.01%
1,500
182
$55K 0.01%
600
183
$55K 0.01%
1,330
184
$53K 0.01%
428
185
$51K 0.01%
+752
186
$51K 0.01%
787
+22
187
$49K 0.01%
612
188
$47K 0.01%
667
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189
$46K 0.01%
615
190
$45K 0.01%
585
191
$44K 0.01%
510
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192
$43K 0.01%
388
193
$43K 0.01%
402
194
$42K 0.01%
1,000
195
$42K 0.01%
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196
$42K 0.01%
800
197
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+1,024
198
$40K 0.01%
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199
$40K 0.01%
675
200
$39K 0.01%
+562
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