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
1
$28M 5.09%
274,552
-2,375
2
$24.5M 4.45%
772,409
-7,499
3
$24.1M 4.38%
526,804
-4,348
4
$22.9M 4.15%
605,508
-5,441
5
$20.5M 3.72%
85,534
-1,000
6
$19.3M 3.51%
189,903
-1,348
7
$18.6M 3.39%
235,625
-2,023
8
$18.1M 3.28%
113,593
-824
9
$17.8M 3.24%
200,564
-1,563
10
$17.7M 3.21%
311,249
-2,847
11
$16.9M 3.07%
187,879
-1,630
12
$16.3M 2.96%
155,893
-450
13
$15.6M 2.83%
193,297
-1,564
14
$15.2M 2.76%
390,320
-13,720
15
$14.1M 2.56%
197,845
-620
16
$14M 2.54%
140,390
-1,093
17
$13.8M 2.51%
676,676
-243,680
18
$13.5M 2.46%
95,432
-490
19
$13.4M 2.43%
472,916
-1,212
20
$12.5M 2.28%
197,490
-899
21
$11.3M 2.05%
216,021
-1,919
22
$10.2M 1.86%
491,386
-1,380
23
$9.58M 1.74%
54,628
-17,170
24
$9.45M 1.72%
364,833
-13,968
25
$9.35M 1.7%
369,575
-5,711
1
2 3 4 5