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
$551M
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$85K
3
+$79.8K
4
AMZN icon
Amazon
AMZN
+$65.4K
5
CVX icon
Chevron
CVX
+$55.7K

Top Sells

1
+$6.44M
2
+$5.2M
3
+$4.99M
4
BSCG
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
+$4.97M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.89M

Sector Composition

1 Technology 25.48%
2 Healthcare 18.47%
3 Financials 12.94%
4 Industrials 6.92%
5 Consumer Discretionary 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$46K 0.01%
930
177
$45K 0.01%
400
178
$45K 0.01%
388
179
$42K 0.01%
518
180
$41K 0.01%
604
+54
181
$40K 0.01%
300
182
$40K 0.01%
1,000
183
$40K 0.01%
500
184
$39K 0.01%
1,560
185
$36K 0.01%
1,500
186
$36K 0.01%
1,000
187
$35K 0.01%
479
188
$35K 0.01%
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189
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253
190
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428
191
$35K 0.01%
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192
$33K 0.01%
800
193
$32K 0.01%
281
194
$32K 0.01%
615
195
$32K 0.01%
155
196
$31K 0.01%
5,000
197
$30K 0.01%
750
198
$30K 0.01%
600
199
$28K 0.01%
329
200
$28K 0.01%
+364
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8
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