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
201
$29K 0.01%
750
202
$28K 0.01%
329
203
$28K 0.01%
348
204
$28K 0.01%
16,900
+10,000
205
$27K ﹤0.01%
209
206
$27K ﹤0.01%
5,000
207
$27K ﹤0.01%
530
208
$27K ﹤0.01%
1,500
209
$27K ﹤0.01%
325
210
$26K ﹤0.01%
610
211
$26K ﹤0.01%
1,146
212
$25K ﹤0.01%
1,820
213
$24K ﹤0.01%
500
214
$24K ﹤0.01%
400
215
$24K ﹤0.01%
540
216
$24K ﹤0.01%
438
217
$24K ﹤0.01%
720
218
$24K ﹤0.01%
1,925
219
$23K ﹤0.01%
624
220
$23K ﹤0.01%
615
221
$22K ﹤0.01%
527
222
$22K ﹤0.01%
484
223
$22K ﹤0.01%
351
224
$21K ﹤0.01%
1,000
225
$21K ﹤0.01%
400
7 8
9
10 11