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
201
$39K 0.01%
1,000
202
$39K 0.01%
1,560
203
$38K 0.01%
1,000
204
$38K 0.01%
500
205
$37K 0.01%
400
206
$37K 0.01%
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207
$37K 0.01%
1,000
208
$35K 0.01%
1,500
209
$34K 0.01%
710
210
$33K 0.01%
5,000
211
$33K 0.01%
263
212
$33K 0.01%
561
213
$31K 0.01%
532
214
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253
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215
$29K 0.01%
500
216
$29K 0.01%
428
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217
$29K 0.01%
484
218
$28K 0.01%
269
219
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479
220
$28K 0.01%
425
221
$28K 0.01%
608
222
$27K ﹤0.01%
155
223
$26K ﹤0.01%
+23
224
$26K ﹤0.01%
325
225
$26K ﹤0.01%
530
7 8
9
10 11