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
201
$37K 0.01%
+1,000
202
$37K 0.01%
+775
203
$37K 0.01%
+371
204
$36K 0.01%
+400
205
$36K 0.01%
+800
206
$34K 0.01%
+471
207
$33K 0.01%
+304
208
$31K 0.01%
+710
209
$31K 0.01%
+532
210
$31K 0.01%
+1,925
211
$30K 0.01%
+479
212
$30K 0.01%
+467
213
$30K 0.01%
+798
214
$29K 0.01%
+1,119
215
$28K 0.01%
+700
216
$28K 0.01%
+720
217
$28K 0.01%
+608
218
$27K 0.01%
475
-6,197
219
$26K 0.01%
+419
220
$26K 0.01%
+155
221
$26K 0.01%
450
-6,588
222
$26K 0.01%
+4
223
$25K 0.01%
+524
224
$25K 0.01%
+1,000
225
$24K 0.01%
+770
7 8
9
10 11