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
$766M
AUM Growth
+$37.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$5.91M
2
+$2.18M
3
+$1.47M
4
HTH icon
Hilltop Holdings
HTH
+$1.27M
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$1.08M

Top Sells

1
+$3.08M
2
+$1.98M
3
+$958K
4
BSJI
Invesco BulletShares 2018 High Yield Corporate Bond ETF
BSJI
+$957K
5
DFS
Discover Financial Services
DFS
+$592K

Sector Composition

1 Technology 23.92%
2 Financials 17.42%
3 Healthcare 10.05%
4 Industrials 9.09%
5 Consumer Discretionary 3.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
410
227
$21K ﹤0.01%
350
228
$21K ﹤0.01%
200
229
$21K ﹤0.01%
187
230
$21K ﹤0.01%
484
231
$21K ﹤0.01%
233
-200
232
$21K ﹤0.01%
670
-98,145
233
$21K ﹤0.01%
3,000
234
$20K ﹤0.01%
200
235
$20K ﹤0.01%
200
236
$20K ﹤0.01%
304
237
$19K ﹤0.01%
500
238
$19K ﹤0.01%
1,050
239
$18K ﹤0.01%
1,057
240
$18K ﹤0.01%
100
241
$18K ﹤0.01%
302
-100
242
$17K ﹤0.01%
400
-53
243
$17K ﹤0.01%
2,586
244
$16K ﹤0.01%
262
245
$16K ﹤0.01%
75
246
$14K ﹤0.01%
350
-100
247
$14K ﹤0.01%
500
248
$14K ﹤0.01%
500
249
$13K ﹤0.01%
300
250
$13K ﹤0.01%
200
8 9
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