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
$527M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
459
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$11.1M
3
+$1.71M
4
CELG
Celgene Corp
CELG
+$820K
5
CVS icon
CVS Health
CVS
+$700K

Top Sells

1
+$9.66M
2
+$6.02M
3
+$5.91M
4
FGM icon
First Trust Germany AlphaDEX Fund
FGM
+$5.51M
5
BSCF
CLAYMORE GUGGENHEIM BULLETSHARES 2015 CORP BD ETF
BSCF
+$5.15M

Sector Composition

1 Technology 17.17%
2 Healthcare 15.16%
3 Financials 12.45%
4 Industrials 6.7%
5 Energy 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$51K 0.01%
2,490
+1,740
202
$51K 0.01%
1,450
203
$50K 0.01%
+300
204
$50K 0.01%
3,354
205
$50K 0.01%
612
206
$46K 0.01%
730
-200
207
$45K 0.01%
428
208
$44K 0.01%
393
209
$44K 0.01%
1,709
210
$43K 0.01%
1,000
211
$43K 0.01%
585
212
$43K 0.01%
515
213
$42K 0.01%
2,335
214
$41K 0.01%
1,000
215
$40K 0.01%
800
216
$40K 0.01%
394
217
$40K 0.01%
765
-341
218
$40K 0.01%
402
219
$40K 0.01%
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220
$39K 0.01%
400
221
$39K 0.01%
1,560
222
$38K 0.01%
626
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223
$37K 0.01%
400
224
$35K 0.01%
552
225
$34K 0.01%
532
7 8
9
10 11