AP
Atwood & Palmer Portfolio holdings
AUM
$1.6B
1-Year Return
25.98%
This Quarter Return
+0.07%
1 Year Return
+25.98%
3 Year Return
+71.23%
5 Year Return
+127.94%
10 Year Return
+264.26%
AUM
$556M
AUM Growth
-$4.04M
(-0.72%)
Cap. Flow
-$2.09M
Cap. Flow
% of AUM
-0.38%
Top 10 Holdings %
Top 10 Hldgs %
34.87%
Holding
392
New
64
Increased
67
Reduced
46
Closed
16
Top Buys
| 1 |
Valero Energy
VLO
|
+$6.06M |
| 2 |
ANDV
Andeavor
ANDV
|
+$4.64M |
| 3 |
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
|
+$877K |
| 4 |
Energizer
ENR
|
+$843K |
| 5 |
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
|
+$751K |
Top Sells
| 1 |
Philips
PHG
|
+$6.43M |
| 2 |
CLR
CONTINENTAL RESOURCES INC.
CLR
|
+$5.82M |
| 3 |
HF Sinclair
DINO
|
+$5.5M |
| 4 |
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% |
