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
176
$45K 0.01%
400
177
$45K 0.01%
388
178
$44K 0.01%
2,361
179
$43K 0.01%
532
180
$41K 0.01%
518
181
$39K 0.01%
1,000
182
$39K 0.01%
1,560
183
$39K 0.01%
930
184
$38K 0.01%
550
185
$38K 0.01%
+1,047
186
$37K 0.01%
479
187
$37K 0.01%
462
188
$37K 0.01%
1,500
189
$37K 0.01%
515
190
$36K 0.01%
253
191
$36K 0.01%
800
192
$36K 0.01%
500
193
$35K 0.01%
1,000
194
$34K 0.01%
155
195
$34K 0.01%
600
196
$33K 0.01%
600
197
$32K 0.01%
281
-300
198
$32K 0.01%
428
199
$31K 0.01%
1,844
200
$30K 0.01%
552
6 7
8
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