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
1
$38.1M 6.85%
265,495
-3,355
2
$25.4M 4.56%
906,402
+11,821
3
$19.4M 3.49%
165,613
+226
4
$17.8M 3.21%
674,060
+4,126
5
$17.8M 3.19%
171,554
-44
6
$16.1M 2.89%
86,584
7
$15.6M 2.8%
566,856
+2,226
8
$15M 2.7%
152,996
-570
9
$14.5M 2.61%
477,639
-1,134
10
$14.3M 2.57%
328,504
+3,633
11
$14.1M 2.54%
134,714
-1,347
12
$14M 2.53%
112,445
+550
13
$13.7M 2.46%
360,430
+4,100
14
$13.6M 2.45%
339,284
+3,849
15
$13.5M 2.43%
441,135
+5,762
16
$13.2M 2.37%
328,901
+3,683
17
$13M 2.34%
139,542
+511
18
$10.7M 1.92%
513,548
+10,043
19
$10.1M 1.82%
77,822
-153
20
$9.87M 1.77%
246,989
-4,155
21
$8.73M 1.57%
278,576
+2,552
22
$8.26M 1.48%
86,324
+3,132
23
$8.09M 1.45%
95,065
-550
24
$7.89M 1.42%
195,713
+3,400
25
$7.67M 1.38%
158,929
-3,017
1
2 3 4 5