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
$637M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$6.2M
3
+$5.54M
4
ON icon
ON Semiconductor
ON
+$5.23M
5
CELG
Celgene Corp
CELG
+$769K

Top Sells

1
+$16.1M
2
+$12M
3
+$7.43M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$4.82M
5
BSJH
Guggenheim BulletShares 2017 High Yield Corporate Bond ETF
BSJH
+$3.78M

Sector Composition

1 Technology 22.58%
2 Financials 15.13%
3 Healthcare 14.97%
4 Industrials 5.63%
5 Consumer Discretionary 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.01%
1,000
202
$36K 0.01%
912
203
$35K 0.01%
+500
204
$34K 0.01%
400
205
$34K 0.01%
388
+40
206
$34K 0.01%
351
207
$33K 0.01%
531
208
$32K 0.01%
+350
209
$32K 0.01%
+1,200
210
$31K ﹤0.01%
479
211
$30K ﹤0.01%
209
212
$29K ﹤0.01%
500
213
$29K ﹤0.01%
325
214
$28K ﹤0.01%
530
215
$26K ﹤0.01%
300
216
$25K ﹤0.01%
155
217
$25K ﹤0.01%
1,925
218
$23K ﹤0.01%
125
219
$22K ﹤0.01%
100
220
$22K ﹤0.01%
879
221
$22K ﹤0.01%
1,500
222
$22K ﹤0.01%
300
223
$22K ﹤0.01%
550
224
$21K ﹤0.01%
150
225
$21K ﹤0.01%
252
+50
7 8
9
10 11