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
201
$28K 0.01%
1,500
202
$28K 0.01%
1,844
203
$27K ﹤0.01%
1,146
204
$27K ﹤0.01%
325
205
$27K ﹤0.01%
351
206
$26K ﹤0.01%
610
207
$26K ﹤0.01%
400
208
$26K ﹤0.01%
209
209
$26K ﹤0.01%
1,820
210
$26K ﹤0.01%
295
+117
211
$25K ﹤0.01%
500
212
$25K ﹤0.01%
348
213
$25K ﹤0.01%
527
214
$25K ﹤0.01%
1,925
215
$24K ﹤0.01%
540
216
$24K ﹤0.01%
438
217
$24K ﹤0.01%
530
218
$24K ﹤0.01%
16,900
219
$23K ﹤0.01%
444
-108
220
$23K ﹤0.01%
720
221
$23K ﹤0.01%
675
222
$23K ﹤0.01%
1,332
223
$22K ﹤0.01%
624
224
$22K ﹤0.01%
1,000
225
$21K ﹤0.01%
484
7 8
9
10 11